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 | $15,155 | $77,634-80.5% | $156,549-90.3% | $62,891-75.9% |
| Participation rate | 68.4% | 71.2%-2.8pp | 84.0%-15.6pp | 69.3%-0.9pp |
| Annual return | 5.30% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $768 | $3,444-77.7% | $5,501-86.0% | $2,281-66.4% |
| Participant deferral / active EE | $1,223 | $3,045-59.8% | $4,871-74.9% | $3,203-61.8% |
| Admin fee / account holder | $224 | $5,561-96.0% | $13,027-98.3% | $4,296-94.8% |