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 | $111,156 | $69,977+58.8% | $108,579+2.4% | $62,891+76.7% |
| Participation rate | 33.3% | 72.9%-39.6pp | 79.6%-46.2pp | 69.3%-36.0pp |
| Annual return | 9.27% | 10.73%-1.5pp | -51.70%+61.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $592 | $2,135-72.3% | $3,758-84.2% | $2,281-74.0% |
| Participant deferral / active EE | $1,845 | $3,165-41.7% | $4,311-57.2% | $3,203-42.4% |
| Admin fee / account holder | $127 | $5,076-97.5% | $7,645-98.3% | $4,296-97.0% |