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 | $70,339 | $51,708+36.0% | $106,619-34.0% | $62,891+11.8% |
| Participation rate | 31.3% | 66.9%-35.6pp | 78.0%-46.7pp | 69.3%-38.1pp |
| Annual return | 4.91% | 4.69%+0.2pp | 9.42%-4.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $692 | $1,764-60.8% | $3,947-82.5% | $2,281-69.7% |
| Participant deferral / active EE | $1,144 | $2,315-50.6% | $3,930-70.9% | $3,203-64.3% |
| Admin fee / account holder | $178 | $3,349-94.7% | $6,418-97.2% | $4,296-95.9% |