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 | $63,672 | $89,753-29.1% | $107,525-40.8% | $84,808-24.9% |
| Participation rate | 41.2% | 68.1%-26.9pp | 75.1%-33.9pp | 68.3%-27.1pp |
| Annual return | 14.02% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,501 | $3,113-51.8% | $3,754-60.0% | $2,631-42.9% |
| Participant deferral / active EE | $2,958 | $4,056-27.1% | $5,116-42.2% | $4,212-29.8% |
| Admin fee / account holder | $214 | $7,222-97.0% | $8,919-97.6% | $7,344-97.1% |