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 | $49,058 | $54,762-10.4% | $90,281-45.7% | $72,985-32.8% |
| Participation rate | 26.7% | 65.1%-38.5pp | 73.3%-46.6pp | 69.5%-42.8pp |
| Annual return | 23.18% | 30.63%-7.4pp | 78.10%-54.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $549 | $2,092-73.7% | $2,854-80.8% | $2,440-77.5% |
| Participant deferral / active EE | $1,755 | $2,887-39.2% | $3,885-54.8% | $3,607-51.4% |
| Admin fee / account holder | $177 | $3,972-95.6% | $5,351-96.7% | $5,124-96.6% |