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 | $8,512 | $37,426-77.3% | $77,482-89.0% | $79,858-89.3% |
| Participation rate | 16.2% | 41.5%-25.3pp | 54.2%-38.0pp | 69.6%-53.4pp |
| Annual return | 44.13% | 39.70%+4.4pp | 54.79%-10.7pp | 31.71%+12.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $933 | $1,260-25.9% | $1,861-49.8% | $3,740-75.0% |
| Admin fee / account holder | $37 | $2,504-98.5% | $2,858-98.7% | $5,306-99.3% |