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 | $64,859 | $88,672-26.9% | $105,223-38.4% | $82,448-21.3% |
| Participation rate | 47.4% | 67.9%-20.6pp | 75.0%-27.7pp | 68.1%-20.7pp |
| Annual return | 14.77% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,141 | $3,048-62.6% | $3,689-69.1% | $2,551-55.3% |
| Participant deferral / active EE | $1,759 | $4,036-56.4% | $5,072-65.3% | $4,139-57.5% |
| Admin fee / account holder | $181 | $7,146-97.5% | $8,859-98.0% | $7,234-97.5% |