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 | $50,098 | $49,915+0.4% | $154,803-67.6% | $74,304-32.6% |
| Participation rate | 12.4% | 54.0%-41.5pp | 78.1%-65.7pp | 60.3%-47.9pp |
| Annual return | 19.94% | 34.06%-14.1pp | 58.88%-38.9pp | 29.43%-9.5pp |
| Employer contribution / active EE | $388 | $1,611-75.9% | $4,305-91.0% | $2,241-82.7% |
| Participant deferral / active EE | $820 | $2,255-63.6% | $5,540-85.2% | $3,767-78.2% |
| Admin fee / account holder | $267 | $2,189-87.8% | $14,329-98.1% | $2,969-91.0% |