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 | $37,905 | $116,175-67.4% | $93,606-59.5% | $152,861-75.2% |
| Participation rate | 68.8% | 78.0%-9.3pp | 75.8%-7.1pp | 82.4%-13.7pp |
| Annual return | 20.06% | 35.96%-15.9pp | 32.76%-12.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,968 | $3,218-38.8% | $2,718-27.6% | $4,762-58.7% |
| Participant deferral / active EE | $2,699 | $4,603-41.4% | $4,069-33.7% | $5,850-53.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |