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 | $17,174 | $81,632-79.0% | $70,449-75.6% | $158,922-89.2% |
| Participation rate | 33.3% | 77.7%-44.4pp | 75.1%-41.7pp | 82.0%-48.6pp |
| Annual return | 17.38% | 208.40%-191.0pp | 109.03%-91.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,567 | $4,554-21.7% | $3,709-3.8% | $5,982-40.4% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |