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 | $2,602 | $22,587-88.5% | $65,255-96.0% | $75,163-96.5% |
| Participation rate | 64.7% | 63.1%+1.6pp | 65.0%-0.3pp | 67.2%-2.5pp |
| Annual return | 49.33% | 71.03%-21.7pp | 47.35%+2.0pp | 160.62%-111.3pp |
| Employer contribution / active EE | $688 | $941-26.9% | $1,691-59.3% | $2,670-74.2% |
| Participant deferral / active EE | $2,099 | $1,695+23.8% | $2,831-25.9% | $4,125-49.1% |
| Admin fee / account holder | $61 | $1,876-96.7% | $4,112-98.5% | $5,651-98.9% |