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 | $45,893 | $72,277-36.5% | $101,248-54.7% | $79,858-42.5% |
| Participation rate | 48.8% | 68.5%-19.7pp | 75.8%-27.0pp | 69.6%-20.9pp |
| Annual return | 17.49% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,670 | $2,692-38.0% | $3,660-54.4% | $2,471-32.4% |
| Participant deferral / active EE | $2,522 | $3,282-23.2% | $4,370-42.3% | $3,740-32.6% |
| Admin fee / account holder | $80 | $4,400-98.2% | $5,945-98.6% | $5,306-98.5% |