See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,357 | $37,426-42.9% | $77,482-72.4% | $79,858-73.3% |
| Participation rate | 46.2% | 41.5%+4.6pp | 54.2%-8.0pp | 69.6%-23.5pp |
| Annual return | 345.63% | 39.70%+305.9pp | 54.79%+290.8pp | 31.71%+313.9pp |
| Employer contribution / active EE | $619 | $637-2.7% | $986-37.2% | $2,471-74.9% |
| Participant deferral / active EE | $2,163 | $1,260+71.7% | $1,861+16.2% | $3,740-42.2% |
| Admin fee / account holder | $20 | $2,504-99.2% | $2,858-99.3% | $5,306-99.6% |