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 5-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 | $45,651 | $57,016-19.9% | $84,966-46.3% | $80,856-43.5% |
| Participation rate | 18.5% | 56.3%-37.8pp | 67.5%-49.0pp | 67.6%-49.1pp |
| Annual return | 11.32% | 21.66%-10.3pp | 66.38%-55.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $834 | $1,798-53.6% | $2,727-69.4% | $2,755-69.7% |
| Participant deferral / active EE | $1,677 | $3,110-46.1% | $4,519-62.9% | $4,296-61.0% |
| Admin fee / account holder | $171 | $4,980-96.6% | $6,149-97.2% | $6,918-97.5% |