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 | $57,781 | $78,705-26.6% | $117,854-51.0% | $70,131-17.6% |
| Participation rate | 44.1% | 73.2%-29.1pp | 79.7%-35.5pp | 69.5%-25.4pp |
| Annual return | 16.49% | 23.30%-6.8pp | 335.08%-318.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,388 | $2,223-37.6% | $3,786-63.3% | $2,342-40.7% |
| Participant deferral / active EE | $2,564 | $3,297-22.2% | $4,482-42.8% | $3,332-23.0% |
| Admin fee / account holder | $295 | $5,065-94.2% | $8,020-96.3% | $4,645-93.6% |