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 | $19,298 | $102,616-81.2% | $81,983-76.5% | $158,922-87.9% |
| Participation rate | 45.0% | 75.5%-30.5pp | 69.2%-24.2pp | 82.0%-37.0pp |
| Annual return | 29.84% | 61.04%-31.2pp | 41.31%-11.5pp | 302.83%-273.0pp |
| Employer contribution / active EE | $1,079 | $3,240-66.7% | $2,498-56.8% | $4,761-77.3% |
| Participant deferral / active EE | $2,309 | $4,648-50.3% | $3,722-38.0% | $5,982-61.4% |
| Admin fee / account holder | $201 | $8,235-97.6% | $5,664-96.5% | $11,246-98.2% |