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 | $47,052 | $87,841-46.4% | $133,980-64.9% | $62,891-25.2% |
| Participation rate | 55.6% | 83.4%-27.8pp | 87.1%-31.5pp | 69.3%-13.8pp |
| Annual return | 11.27% | 12.05%-0.8pp | 29.30%-18.0pp | 20.14%-8.9pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,823 | $4,812-41.3% | $6,282-55.1% | $3,203-11.9% |
| Admin fee / account holder | $49 | $5,371-99.1% | $9,324-99.5% | $4,296-98.9% |