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 | $59,196 | $99,919-40.8% | - | $158,922-62.8% |
| Participation rate | 12.5% | 71.6%-59.1pp | - | 82.0%-69.5pp |
| Annual return | 23.27% | 35.31%-12.0pp | - | 302.83%-279.6pp |
| Employer contribution / active EE | $545 | $3,686-85.2% | - | $4,761-88.5% |
| Participant deferral / active EE | $1,169 | $4,771-75.5% | - | $5,982-80.5% |
| Admin fee / account holder | $0 | $2,820-100.0% | - | $11,246-100.0% |