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 | $53,920 | $72,492-25.6% | $87,100-38.1% | $72,985-26.1% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.9%-8.2pp | 69.5%-0.9pp |
| Annual return | 21.81% | 24.46%-2.6pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,136 | $1,894-40.0% | $2,521-55.0% | $2,440-53.4% |
| Participant deferral / active EE | $1,621 | $3,270-50.4% | $4,049-60.0% | $3,607-55.1% |
| Admin fee / account holder | $209 | $5,055-95.9% | $7,497-97.2% | $5,124-95.9% |