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 | $10,610 | $80,717-86.9% | $154,803-93.1% | $84,808-87.5% |
| Participation rate | 28.6% | 66.8%-38.2pp | 78.1%-49.5pp | 68.3%-39.7pp |
| Annual return | 20.65% | 37.96%-17.3pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,122 | $3,303-66.0% | $5,540-79.8% | $4,212-73.4% |
| Admin fee / account holder | $62 | $6,746-99.1% | $14,329-99.6% | $7,344-99.2% |