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 | $34,675 | $48,076-27.9% | $78,689-55.9% | $62,891-44.9% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.6%-13.6pp | 69.3%-9.3pp |
| Annual return | 9.21% | 31.35%-22.1pp | 62.18%-53.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,409 | $2,015-30.1% | $2,851-50.6% | $2,281-38.2% |
| Participant deferral / active EE | $2,653 | $2,588+2.5% | $3,517-24.5% | $3,203-17.2% |
| Admin fee / account holder | $270 | $3,207-91.6% | $4,510-94.0% | $4,296-93.7% |