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 | $34,422 | $37,426-8.0% | $77,482-55.6% | $79,858-56.9% |
| Participation rate | 28.8% | 41.5%-12.7pp | 54.2%-25.3pp | 69.6%-40.8pp |
| Annual return | 22.79% | 39.70%-16.9pp | 54.79%-32.0pp | 31.71%-8.9pp |
| Employer contribution / active EE | $593 | $637-6.8% | $986-39.9% | $2,471-76.0% |
| Participant deferral / active EE | $1,706 | $1,260+35.4% | $1,861-8.4% | $3,740-54.4% |
| Admin fee / account holder | $152 | $2,504-93.9% | $2,858-94.7% | $5,306-97.1% |