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 | $33,254 | $65,041-48.9% | $90,951-63.4% | $79,858-58.4% |
| Participation rate | 41.4% | 61.6%-20.2pp | 69.0%-27.6pp | 69.6%-28.3pp |
| Annual return | 24.82% | 30.45%-5.6pp | 134.60%-109.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $1,120 | $1,247-10.2% | $2,122-47.2% | $2,471-54.7% |
| Participant deferral / active EE | $1,955 | $2,512-22.2% | $3,373-42.0% | $3,740-47.7% |
| Admin fee / account holder | $12 | $4,536-99.7% | $5,959-99.8% | $5,306-99.8% |