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 | $27,228 | $61,272-55.6% | $149,673-81.8% | $71,457-61.9% |
| Participation rate | 37.9% | 62.5%-24.6pp | 78.8%-40.9pp | 67.9%-30.1pp |
| Annual return | 14.27% | 35.85%-21.6pp | 134.42%-120.1pp | 28.85%-14.6pp |
| Employer contribution / active EE | $954 | $2,378-59.9% | $4,818-80.2% | $2,588-63.1% |
| Participant deferral / active EE | $2,159 | $2,917-26.0% | $5,680-62.0% | $4,289-49.7% |
| Admin fee / account holder | $149 | $1,261-88.1% | $13,210-98.9% | $1,587-90.6% |