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 | $57,864 | $62,132-6.9% | $185,823-68.9% | $73,488-21.3% |
| Participation rate | 41.6% | 67.8%-26.2pp | 78.0%-36.4pp | 70.7%-29.1pp |
| Annual return | 23.28% | 20.44%+2.8pp | 35.95%-12.7pp | 28.51%-5.2pp |
| Employer contribution / active EE | $1,251 | $1,681-25.6% | $4,087-69.4% | $2,270-44.9% |
| Participant deferral / active EE | $3,053 | $3,711-17.7% | $5,632-45.8% | $3,740-18.4% |
| Admin fee / account holder | $284 | $419-32.2% | $9,500-97.0% | $513-44.6% |