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 | $42,419 | $99,341-57.3% | $84,750-49.9% | $273,961-84.5% |
| Participation rate | 8.3% | 80.7%-72.4pp | 76.6%-68.3pp | 83.0%-74.7pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $680 | $4,214-83.9% | $3,574-81.0% | $4,869-86.0% |
| Participant deferral / active EE | $2,862 | $4,269-33.0% | $3,712-22.9% | $5,287-45.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |