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 | $81,585 | $131,829-38.1% | $108,579-24.9% | $273,961-70.2% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.6%-42.1pp | 83.0%-45.5pp |
| Annual return | 10.47% | -91.57%+102.0pp | -51.70%+62.2pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,404 | $4,912-51.1% | $3,758-36.0% | $4,869-50.6% |
| Participant deferral / active EE | $2,958 | $5,127-42.3% | $4,311-31.4% | $5,287-44.1% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |