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 | $63,483 | $69,977-9.3% | $108,579-41.5% | $62,891+0.9% |
| Participation rate | 48.6% | 72.9%-24.3pp | 79.6%-31.0pp | 69.3%-20.7pp |
| Annual return | 11.52% | 10.73%+0.8pp | -51.70%+63.2pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,550 | $3,165-19.4% | $4,311-40.8% | $3,203-20.4% |
| Admin fee / account holder | $7 | $5,076-99.9% | $7,645-99.9% | $4,296-99.8% |