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 | $70,567 | $105,630-33.2% | $87,507-19.4% | $273,961-74.2% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 9.40% | 12.25%-2.9pp | 12.21%-2.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $3,454 | $3,141+10.0% | $2,550+35.5% | $4,869-29.1% |
| Participant deferral / active EE | $9,847 | $3,601+173.5% | $3,149+212.7% | $5,287+86.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |