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 | $13,824 | $48,076-71.2% | $78,689-82.4% | $62,891-78.0% |
| Participation rate | 42.2% | 65.2%-23.0pp | 73.6%-31.3pp | 69.3%-27.1pp |
| Annual return | 6.43% | 31.35%-24.9pp | 62.18%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $293 | $2,015-85.4% | $2,851-89.7% | $2,281-87.1% |
| Participant deferral / active EE | $881 | $2,588-66.0% | $3,517-74.9% | $3,203-72.5% |
| Admin fee / account holder | $109 | $3,207-96.6% | $4,510-97.6% | $4,296-97.5% |