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 | $34,783 | $65,365-46.8% | $92,893-62.6% | $72,985-52.3% |
| Participation rate | 67.7% | 68.3%-0.6pp | 76.0%-8.3pp | 69.5%-1.7pp |
| Annual return | 22.66% | 42.10%-19.4pp | 109.41%-86.8pp | 81.00%-58.3pp |
| Employer contribution / active EE | $827 | $2,594-68.1% | $3,653-77.4% | $2,440-66.1% |
| Participant deferral / active EE | $3,306 | $3,128+5.7% | $4,236-22.0% | $3,607-8.4% |
| Admin fee / account holder | $141 | $4,251-96.7% | $5,794-97.6% | $5,124-97.2% |