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 | $32,040 | $65,365-51.0% | $92,893-65.5% | $72,985-56.1% |
| Participation rate | 33.3% | 68.3%-35.0pp | 76.0%-42.7pp | 69.5%-36.2pp |
| Annual return | 21.36% | 42.10%-20.7pp | 109.41%-88.1pp | 81.00%-59.6pp |
| Employer contribution / active EE | $901 | $2,594-65.3% | $3,653-75.3% | $2,440-63.1% |
| Participant deferral / active EE | $1,816 | $3,128-42.0% | $4,236-57.1% | $3,607-49.7% |
| Admin fee / account holder | $101 | $4,251-97.6% | $5,794-98.3% | $5,124-98.0% |