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 | $30,079 | $165,912-81.9% | $122,332-75.4% | $147,584-79.6% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 18.52% | 34.55%-16.0pp | 30.27%-11.8pp | 578.55%-560.0pp |
| Employer contribution / active EE | $807 | $5,754-86.0% | $4,050-80.1% | $4,876-83.5% |
| Participant deferral / active EE | $806 | $4,005-79.9% | $3,287-75.5% | $5,439-85.2% |
| Admin fee / account holder | $12 | $7,424-99.8% | $5,478-99.8% | $10,885-99.9% |