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 | $52,052 | $56,277-7.5% | $80,975-35.7% | $62,891-17.2% |
| Participation rate | 53.8% | 69.0%-15.1pp | 75.8%-22.0pp | 69.3%-15.5pp |
| Annual return | 8.75% | 22.12%-13.4pp | 17.10%-8.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $370 | $1,943-81.0% | $3,714-90.1% | $2,281-83.8% |
| Participant deferral / active EE | $1,939 | $4,195-53.8% | $5,696-66.0% | $3,203-39.5% |
| Admin fee / account holder | $0 | $3,741-100.0% | $5,516-100.0% | $4,296-100.0% |