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 | $64,643 | $93,571-30.9% | $135,903-52.4% | $75,163-14.0% |
| Participation rate | 51.4% | 75.2%-23.8pp | 81.9%-30.5pp | 67.2%-15.8pp |
| Annual return | 29.90% | 30.90%-1.0pp | 68.23%-38.3pp | 160.62%-130.7pp |
| Employer contribution / active EE | $2,260 | $3,537-36.1% | $4,856-53.5% | $2,670-15.3% |
| Participant deferral / active EE | $4,942 | $6,404-22.8% | $7,758-36.3% | $4,125+19.8% |
| Admin fee / account holder | $273 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |