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 | $27,609 | $53,127-48.0% | $86,590-68.1% | $70,131-60.6% |
| Participation rate | 36.4% | 65.3%-28.9pp | 73.5%-37.2pp | 69.5%-33.2pp |
| Annual return | 24.83% | 27.66%-2.8pp | 964.84%-940.0pp | 73.14%-48.3pp |
| Employer contribution / active EE | $746 | $2,068-63.9% | $2,839-73.7% | $2,342-68.1% |
| Participant deferral / active EE | $1,716 | $2,696-36.3% | $3,609-52.4% | $3,332-48.5% |
| Admin fee / account holder | $123 | $3,585-96.6% | $4,906-97.5% | $4,645-97.3% |