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 | $29,424 | $95,416-69.2% | $185,823-84.2% | $85,850-65.7% |
| Participation rate | 45.6% | 68.8%-23.1pp | 81.7%-36.1pp | 69.3%-23.7pp |
| Annual return | 21.02% | 23.59%-2.6pp | 122.05%-101.0pp | 318.53%-297.5pp |
| Employer contribution / active EE | $1,492 | $3,314-55.0% | $5,167-71.1% | $2,565-41.8% |
| Participant deferral / active EE | $2,755 | $3,423-19.5% | $5,568-50.5% | $3,952-30.3% |
| Admin fee / account holder | $94 | $7,213-98.7% | $16,237-99.4% | $6,260-98.5% |