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 | $145,661 | $177,572-18.0% | $154,803-5.9% | $142,382+2.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 18.07% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,276 | $4,810-73.5% | $4,305-70.4% | $4,299-70.3% |
| Participant deferral / active EE | $5,871 | $6,272-6.4% | $5,540+6.0% | $6,507-9.8% |
| Admin fee / account holder | $17 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |