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 | $22,207 | $60,022-63.0% | $88,946-75.0% | $84,808-73.8% |
| Participation rate | 69.8% | 57.8%+12.0pp | 68.8%+1.0pp | 68.3%+1.5pp |
| Annual return | 18.96% | 22.43%-3.5pp | 57.82%-38.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,154 | $1,703-32.2% | $2,555-54.8% | $2,631-56.1% |
| Participant deferral / active EE | $1,026 | $3,114-67.1% | $4,581-77.6% | $4,212-75.6% |
| Admin fee / account holder | $105 | $4,811-97.8% | $8,261-98.7% | $7,344-98.6% |