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 | $16,616 | $58,523-71.6% | $99,443-83.3% | $72,985-77.2% |
| Participation rate | 55.9% | 64.6%-8.7pp | 73.8%-18.0pp | 69.5%-13.6pp |
| Annual return | 28.74% | 28.51%+0.2pp | 30.72%-2.0pp | 81.00%-52.3pp |
| Employer contribution / active EE | $865 | $1,512-42.8% | $2,540-65.9% | $2,440-64.6% |
| Participant deferral / active EE | $1,493 | $2,606-42.7% | $3,619-58.7% | $3,607-58.6% |
| Admin fee / account holder | $86 | $4,102-97.9% | $6,250-98.6% | $5,124-98.3% |