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 | $32,862 | $153,772-78.6% | $133,980-75.5% | $273,961-88.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 16.72% | 36.51%-19.8pp | 29.30%-12.6pp | 41.45%-24.7pp |
| Employer contribution / active EE | $2,299 | $6,029-61.9% | $5,211-55.9% | $4,869-52.8% |
| Participant deferral / active EE | $5,500 | $6,958-21.0% | $6,282-12.4% | $5,287+4.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |