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 | $31,552 | $54,762-42.4% | $90,281-65.1% | $72,985-56.8% |
| Participation rate | 66.7% | 65.1%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 25.73% | 30.63%-4.9pp | 78.10%-52.4pp | 81.00%-55.3pp |
| Employer contribution / active EE | $2,210 | $2,092+5.6% | $2,854-22.6% | $2,440-9.4% |
| Participant deferral / active EE | $4,555 | $2,887+57.8% | $3,885+17.2% | $3,607+26.3% |
| Admin fee / account holder | $187 | $3,972-95.3% | $5,351-96.5% | $5,124-96.4% |