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 | $20,230 | $90,503-77.6% | $78,689-74.3% | $273,961-92.6% |
| Participation rate | 64.3% | 76.5%-12.2pp | 73.6%-9.3pp | 83.0%-18.7pp |
| Annual return | 11.52% | 75.60%-64.1pp | 62.18%-50.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,060 | $3,901+55.3% | $3,517+72.3% | $5,287+14.6% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |