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 | $45,339 | $63,861-29.0% | $104,607-56.7% | $79,858-43.2% |
| Participation rate | 33.8% | 64.9%-31.1pp | 74.1%-40.3pp | 69.6%-35.8pp |
| Annual return | 15.27% | 21.30%-6.0pp | 340.46%-325.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $338 | $1,588-78.7% | $2,681-87.4% | $2,471-86.3% |
| Participant deferral / active EE | $1,426 | $2,693-47.0% | $3,740-61.9% | $3,740-61.9% |
| Admin fee / account holder | $10 | $4,185-99.8% | $6,473-99.8% | $5,306-99.8% |