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 | $81,882 | $109,413-25.2% | $156,263-47.6% | $84,808-3.5% |
| Participation rate | 48.8% | 72.7%-23.9pp | 78.9%-30.1pp | 68.3%-19.5pp |
| Annual return | 20.48% | 20.18%+0.3pp | 59.47%-39.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,730 | $2,907-40.5% | $4,333-60.1% | $2,631-34.3% |
| Participant deferral / active EE | $2,770 | $4,590-39.6% | $6,158-55.0% | $4,212-34.2% |
| Admin fee / account holder | $52 | $9,357-99.4% | $14,255-99.6% | $7,344-99.3% |