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 | $51,959 | $96,557-46.2% | $80,975-35.8% | $273,961-81.0% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 16.01% | 15.14%+0.9pp | 17.10%-1.1pp | 41.45%-25.4pp |
| Employer contribution / active EE | $3,432 | $4,868-29.5% | $3,714-7.6% | $4,869-29.5% |
| Participant deferral / active EE | $10,664 | $6,598+61.6% | $5,696+87.2% | $5,287+101.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |