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 6-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 | $53,654 | $81,248-34.0% | $155,509-65.5% | $80,856-33.6% |
| Participation rate | 29.6% | 66.2%-36.6pp | 78.2%-48.6pp | 67.6%-38.0pp |
| Annual return | 11.32% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $745 | $3,100-76.0% | $4,672-84.1% | $2,755-72.9% |
| Participant deferral / active EE | $4,154 | $3,452+20.4% | $5,626-26.2% | $4,296-3.3% |
| Admin fee / account holder | $207 | $7,997-97.4% | $15,912-98.7% | $6,918-97.0% |