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 9-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 | $52,540 | $95,971-45.3% | $74,550-29.5% | $135,375-61.2% |
| Participation rate | 65.2% | 75.7%-10.4pp | 69.1%-3.9pp | 82.6%-17.4pp |
| Annual return | -3.84% | 56.96%-60.8pp | 32.53%-36.4pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,029 | $2,716-62.1% | $1,961-47.5% | $4,779-78.5% |
| Participant deferral / active EE | $1,493 | $3,843-61.2% | $3,108-52.0% | $5,609-73.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |