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 | $53,797 | $77,503-30.6% | $100,391-46.4% | $80,856-33.5% |
| Participation rate | 48.3% | 76.9%-28.7pp | 81.5%-33.2pp | 67.6%-19.4pp |
| Annual return | 21.27% | 37.20%-15.9pp | 49.20%-27.9pp | 35.59%-14.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,367 | $6,820-36.0% | $8,082-46.0% | $4,296+1.7% |
| Admin fee / account holder | $54 | $5,897-99.1% | $7,899-99.3% | $6,918-99.2% |