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 | $15,671 | $65,685-76.1% | $57,179-72.6% | $273,961-94.3% |
| Participation rate | 63.6% | 78.3%-14.7pp | 75.3%-11.7pp | 83.0%-19.4pp |
| Annual return | 17.66% | 21.99%-4.3pp | 14.59%+3.1pp | 41.45%-23.8pp |
| Employer contribution / active EE | $747 | $3,279-77.2% | $2,682-72.1% | $4,869-84.6% |
| Participant deferral / active EE | $4,191 | $3,782+10.8% | $3,096+35.4% | $5,287-20.7% |
| Admin fee / account holder | $241 | $4,835-95.0% | $3,139-92.3% | $10,132-97.6% |