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 | $33,999 | $99,341-65.8% | $84,750-59.9% | $273,961-87.6% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 4.70% | 22.93%-18.2pp | 22.78%-18.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,567 | $4,214-62.8% | $3,574-56.2% | $4,869-67.8% |
| Participant deferral / active EE | $1,567 | $4,269-63.3% | $3,712-57.8% | $5,287-70.4% |
| Admin fee / account holder | $98 | $6,644-98.5% | $5,332-98.2% | $10,132-99.0% |