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 | $76,959 | $215,361-64.3% | $171,082-55.0% | $273,961-71.9% |
| Participation rate | 57.1% | 82.0%-24.9pp | 76.7%-19.6pp | 83.0%-25.9pp |
| Annual return | 2.28% | 25.14%-22.9pp | 32.56%-30.3pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,301 | $4,967-73.8% | $4,002-67.5% | $4,869-73.3% |
| Participant deferral / active EE | $4,533 | $5,543-18.2% | $4,797-5.5% | $5,287-14.3% |
| Admin fee / account holder | $12 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |