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 | $52,394 | $61,605-15.0% | $112,229-53.3% | $75,163-30.3% |
| Participation rate | 48.7% | 61.7%-13.0pp | 72.4%-23.7pp | 67.2%-18.5pp |
| Annual return | 13.98% | 28.47%-14.5pp | 30.20%-16.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,152 | $2,015-42.8% | $3,430-66.4% | $2,670-56.8% |
| Participant deferral / active EE | $2,276 | $3,108-26.8% | $4,798-52.6% | $4,125-44.8% |
| Admin fee / account holder | $294 | $4,862-94.0% | $7,748-96.2% | $5,651-94.8% |