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 | $50,928 | $65,041-21.7% | $90,951-44.0% | $79,858-36.2% |
| Participation rate | 57.6% | 61.6%-4.0pp | 69.0%-11.4pp | 69.6%-12.0pp |
| Annual return | 17.85% | 30.45%-12.6pp | 134.60%-116.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,030 | $1,247-17.4% | $2,122-51.4% | $2,471-58.3% |
| Participant deferral / active EE | $2,756 | $2,512+9.7% | $3,373-18.3% | $3,740-26.3% |
| Admin fee / account holder | $50 | $4,536-98.9% | $5,959-99.2% | $5,306-99.1% |