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 | $33,702 | $105,630-68.1% | $87,507-61.5% | $273,961-87.7% |
| Participation rate | 68.8% | 78.2%-9.4pp | 73.8%-5.1pp | 83.0%-14.3pp |
| Annual return | 9.86% | 12.25%-2.4pp | 12.21%-2.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,320 | $3,601-63.4% | $3,149-58.1% | $5,287-75.0% |
| Admin fee / account holder | $59 | $4,781-98.8% | $4,221-98.6% | $10,132-99.4% |