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 | $25,429 | $85,766-70.4% | $136,294-81.3% | $70,131-63.7% |
| Participation rate | 68.3% | 74.2%-5.9pp | 81.9%-13.7pp | 69.5%-1.3pp |
| Annual return | 16.81% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,799 | $2,966-39.3% | $4,695-61.7% | $2,342-23.2% |
| Participant deferral / active EE | $3,039 | $5,051-39.8% | $6,247-51.4% | $3,332-8.8% |
| Admin fee / account holder | $172 | $5,420-96.8% | $9,243-98.1% | $4,645-96.3% |