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 | $115,680 | $73,787+56.8% | $98,716+17.2% | $82,448+40.3% |
| Participation rate | 55.6% | 61.4%-5.9pp | 69.3%-13.7pp | 68.1%-12.5pp |
| Annual return | 16.00% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $484 | $1,511-67.9% | $2,279-78.7% | $2,551-81.0% |
| Participant deferral / active EE | $2,847 | $3,081-7.6% | $4,048-29.7% | $4,139-31.2% |
| Admin fee / account holder | $233 | $6,500-96.4% | $8,703-97.3% | $7,234-96.8% |