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 | $31,722 | $52,279-39.3% | $89,391-64.5% | $79,858-60.3% |
| Participation rate | 61.0% | 57.5%+3.4pp | 68.0%-7.0pp | 69.6%-8.7pp |
| Annual return | 16.16% | 22.16%-6.0pp | 245.62%-229.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,279 | $1,572-18.6% | $2,586-50.5% | $2,471-48.2% |
| Participant deferral / active EE | $1,836 | $2,740-33.0% | $3,890-52.8% | $3,740-50.9% |
| Admin fee / account holder | $248 | $3,356-92.6% | $4,881-94.9% | $5,306-95.3% |