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 | $22,588 | $90,503-75.0% | $78,689-71.3% | $273,961-91.8% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 3.44% | 75.60%-72.2pp | 62.18%-58.7pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,509 | $3,176-52.5% | $2,851-47.1% | $4,869-69.0% |
| Participant deferral / active EE | $1,950 | $3,901-50.0% | $3,517-44.6% | $5,287-63.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |