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 | $65,783 | $124,281-47.1% | $109,143-39.7% | $167,490-60.7% |
| Participation rate | 35.7% | 79.4%-43.7pp | 75.9%-40.2pp | 82.1%-46.4pp |
| Annual return | 22.12% | 26.04%-3.9pp | 25.75%-3.6pp | 478.56%-456.4pp |
| Employer contribution / active EE | $1,123 | $4,207-73.3% | $3,722-69.8% | $4,837-76.8% |
| Participant deferral / active EE | $1,596 | $5,255-69.6% | $4,653-65.7% | $6,341-74.8% |
| Admin fee / account holder | $227 | $7,970-97.2% | $6,752-96.6% | $12,309-98.2% |