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 | $107,925 | $71,883+50.1% | $86,677+24.5% | $68,494+57.6% |
| Participation rate | 41.3% | 72.2%-31.0pp | 76.6%-35.3pp | 67.9%-26.6pp |
| Annual return | -9.60% | 3.52%-13.1pp | 35.91%-45.5pp | -7.84%-1.8pp |
| Employer contribution / active EE | $718 | $2,173-66.9% | $2,836-74.7% | $2,596-72.3% |
| Participant deferral / active EE | $1,774 | $3,779-53.1% | $4,656-61.9% | $4,027-56.0% |
| Admin fee / account holder | $252 | $6,112-95.9% | $7,493-96.6% | $5,403-95.3% |