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 | $134,683 | $165,335-18.5% | $149,696-10.0% | $158,922-15.3% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 21.26% | 348.15%-326.9pp | 276.60%-255.3pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,870 | $5,103-63.4% | $4,644-59.7% | $4,761-60.7% |
| Participant deferral / active EE | $4,479 | $7,181-37.6% | $6,842-34.5% | $5,982-25.1% |
| Admin fee / account holder | $241 | $10,807-97.8% | $9,309-97.4% | $11,246-97.9% |