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 | $30,973 | $99,652-68.9% | $78,778-60.7% | $147,584-79.0% |
| Participation rate | 43.8% | 76.2%-32.5pp | 69.2%-25.4pp | 82.8%-39.1pp |
| Annual return | 19.07% | 47.28%-28.2pp | 35.62%-16.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $420 | $2,796-85.0% | $1,986-78.9% | $4,876-91.4% |
| Participant deferral / active EE | $1,620 | $3,664-55.8% | $2,958-45.3% | $5,439-70.2% |
| Admin fee / account holder | $161 | $7,155-97.7% | $5,134-96.9% | $10,885-98.5% |