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 | $65,649 | $215,361-69.5% | $171,082-61.6% | $273,961-76.0% |
| Participation rate | 62.5% | 82.0%-19.5pp | 76.7%-14.2pp | 83.0%-20.5pp |
| Annual return | 10.25% | 25.14%-14.9pp | 32.56%-22.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,810 | $4,967-63.6% | $4,002-54.8% | $4,869-62.8% |
| Participant deferral / active EE | $3,960 | $5,543-28.6% | $4,797-17.5% | $5,287-25.1% |
| Admin fee / account holder | $25 | $10,846-99.8% | $8,520-99.7% | $10,132-99.8% |