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 | $50,767 | $165,912-69.4% | $122,332-58.5% | $147,584-65.6% |
| Participation rate | 63.6% | 79.6%-15.9pp | 71.6%-8.0pp | 82.8%-19.2pp |
| Annual return | 19.57% | 34.55%-15.0pp | 30.27%-10.7pp | 578.55%-559.0pp |
| Employer contribution / active EE | $973 | $5,754-83.1% | $4,050-76.0% | $4,876-80.0% |
| Participant deferral / active EE | $2,435 | $4,005-39.2% | $3,287-25.9% | $5,439-55.2% |
| Admin fee / account holder | $213 | $7,424-97.1% | $5,478-96.1% | $10,885-98.0% |