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 | $31,034 | $76,552-59.5% | $123,892-75.0% | $62,891-50.7% |
| Participation rate | 65.5% | 73.0%-7.5pp | 81.4%-15.9pp | 69.3%-3.8pp |
| Annual return | 11.19% | 18.68%-7.5pp | 47.52%-36.3pp | 20.14%-9.0pp |
| Employer contribution / active EE | $2,375 | $2,883-17.6% | $4,617-48.6% | $2,281+4.1% |
| Participant deferral / active EE | $5,999 | $4,840+23.9% | $5,984+0.2% | $3,203+87.3% |
| Admin fee / account holder | $240 | $4,826-95.0% | $8,357-97.1% | $4,296-94.4% |