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 | $32,911 | $47,944-31.4% | $67,834-51.5% | $62,891-47.7% |
| Participation rate | 52.4% | 61.1%-8.7pp | 68.8%-16.4pp | 69.3%-16.9pp |
| Annual return | 31.14% | 11.77%+19.4pp | 138.47%-107.3pp | 20.14%+11.0pp |
| Employer contribution / active EE | $1,379 | $1,562-11.7% | $2,403-42.6% | $2,281-39.6% |
| Participant deferral / active EE | $2,448 | $2,247+8.9% | $3,160-22.5% | $3,203-23.6% |
| Admin fee / account holder | $240 | $3,712-93.5% | $4,622-94.8% | $4,296-94.4% |