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 | $85,102 | $99,341-14.3% | $84,750+0.4% | $273,961-68.9% |
| Participation rate | 46.2% | 80.7%-34.5pp | 76.6%-30.4pp | 83.0%-36.9pp |
| Annual return | 6.56% | 22.93%-16.4pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $766 | $4,214-81.8% | $3,574-78.6% | $4,869-84.3% |
| Participant deferral / active EE | $3,479 | $4,269-18.5% | $3,712-6.3% | $5,287-34.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |