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 4-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 | $14,048 | $102,245-86.3% | $89,340-84.3% | $137,256-89.8% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 26.75% | 21.89%+4.9pp | 20.57%+6.2pp | 220.34%-193.6pp |
| Employer contribution / active EE | $1,438 | $2,529-43.2% | $2,231-35.6% | $4,156-65.4% |
| Participant deferral / active EE | $1,894 | $4,436-57.3% | $3,823-50.4% | $6,407-70.4% |
| Admin fee / account holder | $281 | $8,085-96.5% | $6,704-95.8% | $12,270-97.7% |