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 | $57,197 | $84,233-32.1% | $170,442-66.4% | $70,131-18.4% |
| Participation rate | 54.8% | 70.8%-16.0pp | 83.6%-28.8pp | 69.5%-14.7pp |
| Annual return | 17.04% | 23.06%-6.0pp | 205.93%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,338 | $3,387-60.5% | $5,433-75.4% | $2,342-42.9% |
| Participant deferral / active EE | $2,136 | $3,086-30.8% | $4,939-56.8% | $3,332-35.9% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |