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 | $97,272 | $133,922-27.4% | $116,228-16.3% | $142,382-31.7% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.6%-37.1pp | 80.1%-42.6pp |
| Annual return | 10.88% | 147.76%-136.9pp | 90.06%-79.2pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,059 | $3,446-40.2% | $2,994-31.2% | $4,299-52.1% |
| Participant deferral / active EE | $2,731 | $5,672-51.9% | $4,953-44.9% | $6,507-58.0% |
| Admin fee / account holder | $30 | $14,945-99.8% | $11,989-99.7% | $12,624-99.8% |