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 | $45,781 | $85,766-46.6% | $136,294-66.4% | $70,131-34.7% |
| Participation rate | 31.9% | 74.2%-42.2pp | 81.9%-50.0pp | 69.5%-37.6pp |
| Annual return | 19.27% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,501 | $2,966-49.4% | $4,695-68.0% | $2,342-35.9% |
| Participant deferral / active EE | $3,051 | $5,051-39.6% | $6,247-51.2% | $3,332-8.4% |
| Admin fee / account holder | $264 | $5,420-95.1% | $9,243-97.1% | $4,645-94.3% |