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 | $23,162 | $65,365-64.6% | $92,893-75.1% | $72,985-68.3% |
| Participation rate | 39.8% | 68.3%-28.6pp | 76.0%-36.2pp | 69.5%-29.7pp |
| Annual return | 19.53% | 42.10%-22.6pp | 109.41%-89.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,979 | $2,594-23.7% | $3,653-45.8% | $2,440-18.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $220 | $4,251-94.8% | $5,794-96.2% | $5,124-95.7% |