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 | $32,860 | $102,966-68.1% | $90,281-63.6% | $152,861-78.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 15.24% | 95.16%-79.9pp | 78.10%-62.9pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,774 | $3,139-43.5% | $2,854-37.9% | $4,762-62.8% |
| Participant deferral / active EE | $2,592 | $4,281-39.5% | $3,885-33.3% | $5,850-55.7% |
| Admin fee / account holder | $32 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |