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 | $51,570 | $101,069-49.0% | $81,478-36.7% | $147,584-65.1% |
| Participation rate | 35.7% | 74.5%-38.7pp | 68.0%-32.2pp | 82.8%-47.1pp |
| Annual return | 17.95% | 32.40%-14.4pp | 38.78%-20.8pp | 578.55%-560.6pp |
| Employer contribution / active EE | $321 | $3,205-90.0% | $2,568-87.5% | $4,876-93.4% |
| Participant deferral / active EE | $4,134 | $4,242-2.5% | $3,537+16.9% | $5,439-24.0% |
| Admin fee / account holder | $174 | $5,812-97.0% | $4,561-96.2% | $10,885-98.4% |