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 | $27,301 | $76,407-64.3% | $150,298-81.8% | $82,448-66.9% |
| Participation rate | 29.7% | 66.4%-36.7pp | 77.8%-48.0pp | 68.1%-38.3pp |
| Annual return | 25.50% | 39.99%-14.5pp | 62.79%-37.3pp | 41.64%-16.1pp |
| Employer contribution / active EE | $1,216 | $2,614-53.5% | $4,154-70.7% | $2,551-52.3% |
| Participant deferral / active EE | $2,987 | $3,214-7.1% | $5,453-45.2% | $4,139-27.8% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |