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 | $69,982 | $107,452-34.9% | $91,541-23.6% | $142,382-50.8% |
| Participation rate | 69.6% | 75.1%-5.5pp | 69.8%-0.2pp | 80.1%-10.6pp |
| Annual return | 15.97% | 22.06%-6.1pp | 20.50%-4.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,220 | $2,994-59.3% | $2,505-51.3% | $4,299-71.6% |
| Participant deferral / active EE | $3,935 | $4,754-17.2% | $4,008-1.8% | $6,507-39.5% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |