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 | $62,721 | $181,894-65.5% | $156,549-59.9% | $273,961-77.1% |
| Participation rate | 57.9% | 88.4%-30.5pp | 84.0%-26.1pp | 83.0%-25.1pp |
| Annual return | 6.96% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,645 | $6,248-73.7% | $5,501-70.1% | $4,869-66.2% |
| Participant deferral / active EE | $2,738 | $5,550-50.7% | $4,871-43.8% | $5,287-48.2% |
| Admin fee / account holder | $211 | $15,559-98.6% | $13,027-98.4% | $10,132-97.9% |