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 | $59,053 | $124,281-52.5% | $109,143-45.9% | $167,490-64.7% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 19.17% | 26.04%-6.9pp | 25.75%-6.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,274 | $4,207-46.0% | $3,722-38.9% | $4,837-53.0% |
| Participant deferral / active EE | $3,583 | $5,255-31.8% | $4,653-23.0% | $6,341-43.5% |
| Admin fee / account holder | $262 | $7,970-96.7% | $6,752-96.1% | $12,309-97.9% |