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 | $100,367 | $135,952-26.2% | $123,892-19.0% | $273,961-63.4% |
| Participation rate | 53.8% | 84.1%-30.2pp | 81.4%-27.6pp | 83.0%-29.2pp |
| Annual return | 9.67% | 56.63%-47.0pp | 47.52%-37.8pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,105 | $5,170-59.3% | $4,617-54.4% | $4,869-56.8% |
| Participant deferral / active EE | $5,550 | $6,343-12.5% | $5,984-7.2% | $5,287+5.0% |
| Admin fee / account holder | $250 | $9,817-97.5% | $8,357-97.0% | $10,132-97.5% |