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 5-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 | $30,427 | $177,572-82.9% | $154,803-80.3% | $142,382-78.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 23.62% | 65.07%-41.5pp | 58.88%-35.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $939 | $4,810-80.5% | $4,305-78.2% | $4,299-78.1% |
| Participant deferral / active EE | $4,241 | $6,272-32.4% | $5,540-23.5% | $6,507-34.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |