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 | $21,262 | $80,717-73.7% | $154,803-86.3% | $84,808-74.9% |
| Participation rate | 64.3% | 66.8%-2.5pp | 78.1%-13.8pp | 68.3%-4.0pp |
| Annual return | 14.91% | 37.96%-23.0pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,159 | $2,761-58.0% | $4,305-73.1% | $2,631-56.0% |
| Participant deferral / active EE | $3,705 | $3,303+12.2% | $5,540-33.1% | $4,212-12.0% |
| Admin fee / account holder | $235 | $6,746-96.5% | $14,329-98.4% | $7,344-96.8% |