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 | $41,583 | $78,422-47.0% | $95,952-56.7% | $79,858-47.9% |
| Participation rate | 59.3% | 73.5%-14.2pp | 77.1%-17.8pp | 69.6%-10.4pp |
| Annual return | 14.96% | 19.37%-4.4pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $666 | $1,945-65.7% | $2,541-73.8% | $2,471-73.0% |
| Participant deferral / active EE | $2,646 | $3,440-23.1% | $4,167-36.5% | $3,740-29.2% |
| Admin fee / account holder | $221 | $5,622-96.1% | $6,795-96.8% | $5,306-95.8% |