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 10-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 | $43,237 | $104,251-58.5% | $91,001-52.5% | $147,584-70.7% |
| Participation rate | 38.1% | 78.2%-40.1pp | 75.6%-37.5pp | 82.8%-44.7pp |
| Annual return | 19.83% | 27.06%-7.2pp | 4.60%+15.2pp | 578.55%-558.7pp |
| Employer contribution / active EE | $506 | $3,116-83.8% | $2,456-79.4% | $4,876-89.6% |
| Participant deferral / active EE | $2,763 | $4,195-34.1% | $3,547-22.1% | $5,439-49.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |