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 | $50,495 | $115,882-56.4% | $100,516-49.8% | $158,922-68.2% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 21.71% | 34.79%-13.1pp | 30.89%-9.2pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,757 | $4,103-57.2% | $3,418-48.6% | $4,761-63.1% |
| Participant deferral / active EE | $3,171 | $6,674-52.5% | $6,270-49.4% | $5,982-47.0% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |