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 | $17,906 | $57,065-68.6% | $75,670-76.3% | $70,131-74.5% |
| Participation rate | 42.6% | 68.1%-25.5pp | 72.3%-29.8pp | 69.5%-27.0pp |
| Annual return | 16.84% | 23.57%-6.7pp | 27.34%-10.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $752 | $1,817-58.6% | $2,352-68.0% | $2,342-67.9% |
| Participant deferral / active EE | $1,413 | $2,580-45.2% | $3,142-55.0% | $3,332-57.6% |
| Admin fee / account holder | $228 | $3,825-94.0% | $5,800-96.1% | $4,645-95.1% |