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 | $28,701 | $63,346-54.7% | $92,233-68.9% | $70,131-59.1% |
| Participation rate | 46.2% | 68.7%-22.5pp | 76.5%-30.3pp | 69.5%-23.4pp |
| Annual return | 14.80% | 530.12%-515.3pp | 176.28%-161.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,239 | $2,471-49.9% | $3,679-66.3% | $2,342-47.1% |
| Participant deferral / active EE | $2,567 | $2,854-10.0% | $3,897-34.1% | $3,332-22.9% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |