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 | $50,196 | $123,793-59.5% | $177,821-71.8% | $79,858-37.1% |
| Participation rate | 37.1% | 84.7%-47.5pp | 87.7%-50.6pp | 69.6%-32.5pp |
| Annual return | 13.42% | 22.82%-9.4pp | 48.32%-34.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,567 | $5,956-40.1% | $7,714-53.8% | $3,740-4.6% |
| Admin fee / account holder | $132 | $7,243-98.2% | $12,427-98.9% | $5,306-97.5% |