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 | $22,606 | $39,122-42.2% | $57,179-60.5% | $62,891-64.1% |
| Participation rate | 44.6% | 70.5%-25.9pp | 75.3%-30.7pp | 69.3%-24.7pp |
| Annual return | 9.88% | 9.23%+0.6pp | 14.59%-4.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $397 | $1,874-78.8% | $2,682-85.2% | $2,281-82.6% |
| Participant deferral / active EE | $837 | $2,374-64.7% | $3,096-73.0% | $3,203-73.9% |
| Admin fee / account holder | $245 | $2,592-90.5% | $3,139-92.2% | $4,296-94.3% |