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 8-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 | $33,550 | $133,958-75.0% | $112,228-70.1% | $134,475-75.1% |
| Participation rate | 11.1% | 78.6%-67.4pp | 75.1%-63.9pp | 81.2%-70.1pp |
| Annual return | -18.88% | 47.11%-66.0pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,209 | $4,038-70.0% | $3,635-66.7% | $4,740-74.5% |
| Participant deferral / active EE | $3,796 | $5,291-28.2% | $4,728-19.7% | $6,400-40.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |