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 | $23,517 | $63,355-62.9% | $91,989-74.4% | $72,985-67.8% |
| Participation rate | 61.1% | 72.5%-11.4pp | 78.6%-17.5pp | 69.5%-8.4pp |
| Annual return | 23.59% | 35.35%-11.8pp | 69.02%-45.4pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,483 | $4,883-49.1% | $5,923-58.1% | $3,607-31.2% |
| Admin fee / account holder | $153 | $4,668-96.7% | $7,743-98.0% | $5,124-97.0% |