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 | $34,634 | $37,426-7.5% | $77,482-55.3% | $79,858-56.6% |
| Participation rate | 64.0% | 41.5%+22.5pp | 54.2%+9.8pp | 69.6%-5.6pp |
| Annual return | 14.37% | 39.70%-25.3pp | 54.79%-40.4pp | 31.71%-17.3pp |
| Employer contribution / active EE | $384 | $637-39.8% | $986-61.1% | $2,471-84.5% |
| Participant deferral / active EE | $1,238 | $1,260-1.8% | $1,861-33.5% | $3,740-66.9% |
| Admin fee / account holder | $23 | $2,504-99.1% | $2,858-99.2% | $5,306-99.6% |