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 | $82,062 | $35,183+133.2% | $73,545+11.6% | $70,131+17.0% |
| Participation rate | 35.1% | 42.9%-7.8pp | 54.9%-19.8pp | 69.5%-34.4pp |
| Annual return | 21.65% | 26.90%-5.3pp | -15.16%+36.8pp | 73.14%-51.5pp |
| Employer contribution / active EE | $532 | $709-24.9% | $1,219-56.3% | $2,342-77.3% |
| Participant deferral / active EE | $1,937 | $1,220+58.8% | $1,806+7.2% | $3,332-41.9% |
| Admin fee / account holder | $282 | $2,302-87.7% | $2,320-87.8% | $4,645-93.9% |