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 | $31,487 | $54,762-42.5% | $90,281-65.1% | $72,985-56.9% |
| Participation rate | 38.0% | 65.1%-27.1pp | 73.3%-35.3pp | 69.5%-31.5pp |
| Annual return | 33.44% | 30.63%+2.8pp | 78.10%-44.7pp | 81.00%-47.6pp |
| Employer contribution / active EE | $692 | $2,092-66.9% | $2,854-75.7% | $2,440-71.6% |
| Participant deferral / active EE | $1,506 | $2,887-47.8% | $3,885-61.2% | $3,607-58.3% |
| Admin fee / account holder | $253 | $3,972-93.6% | $5,351-95.3% | $5,124-95.1% |