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 | $83,333 | $76,552+8.9% | $123,892-32.7% | $62,891+32.5% |
| Participation rate | 67.7% | 73.0%-5.2pp | 81.4%-13.7pp | 69.3%-1.6pp |
| Annual return | 6.20% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $650 | $2,883-77.4% | $4,617-85.9% | $2,281-71.5% |
| Participant deferral / active EE | $2,594 | $4,840-46.4% | $5,984-56.6% | $3,203-19.0% |
| Admin fee / account holder | $156 | $4,826-96.8% | $8,357-98.1% | $4,296-96.4% |