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 | $34,942 | $37,426-6.6% | $77,482-54.9% | $79,858-56.2% |
| Participation rate | 17.2% | 41.5%-24.3pp | 54.2%-36.9pp | 69.6%-52.4pp |
| Annual return | 19.62% | 39.70%-20.1pp | 54.79%-35.2pp | 31.71%-12.1pp |
| Employer contribution / active EE | $572 | $637-10.1% | $986-42.0% | $2,471-76.8% |
| Participant deferral / active EE | $1,047 | $1,260-16.9% | $1,861-43.7% | $3,740-72.0% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |