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 | $20,295 | $96,484-79.0% | $75,886-73.3% | $152,861-86.7% |
| Participation rate | 19.0% | 76.2%-57.1pp | 69.3%-50.2pp | 82.4%-63.4pp |
| Annual return | 26.37% | 33.98%-7.6pp | 30.76%-4.4pp | 345.32%-319.0pp |
| Employer contribution / active EE | $767 | $3,309-76.8% | $2,500-69.3% | $4,762-83.9% |
| Participant deferral / active EE | $1,468 | $4,553-67.8% | $3,603-59.3% | $5,850-74.9% |
| Admin fee / account holder | $125 | $8,078-98.5% | $5,418-97.7% | $11,596-98.9% |