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 | $24,737 | $84,233-70.6% | $170,442-85.5% | $70,131-64.7% |
| Participation rate | 33.3% | 70.8%-37.5pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 19.00% | 23.06%-4.1pp | 205.93%-186.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $978 | $3,387-71.1% | $5,433-82.0% | $2,342-58.2% |
| Participant deferral / active EE | $1,623 | $3,086-47.4% | $4,939-67.1% | $3,332-51.3% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |