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 | $16,716 | $99,341-83.2% | $84,750-80.3% | $273,961-93.9% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 19.87% | 22.93%-3.1pp | 22.78%-2.9pp | 41.45%-21.6pp |
| Employer contribution / active EE | $1,561 | $4,214-63.0% | $3,574-56.3% | $4,869-67.9% |
| Participant deferral / active EE | $3,440 | $4,269-19.4% | $3,712-7.3% | $5,287-34.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |