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 | $29,073 | $52,279-44.4% | $89,391-67.5% | $79,858-63.6% |
| Participation rate | 47.2% | 57.5%-10.4pp | 68.0%-20.8pp | 69.6%-22.5pp |
| Annual return | 14.84% | 22.16%-7.3pp | 245.62%-230.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,202 | $1,572-23.5% | $2,586-53.5% | $2,471-51.4% |
| Participant deferral / active EE | $1,981 | $2,740-27.7% | $3,890-49.1% | $3,740-47.0% |
| Admin fee / account holder | $5 | $3,356-99.9% | $4,881-99.9% | $5,306-99.9% |