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 | $13,810 | $81,632-83.1% | $70,449-80.4% | $158,922-91.3% |
| Participation rate | 68.4% | 77.7%-9.3pp | 75.1%-6.6pp | 82.0%-13.5pp |
| Annual return | 12.07% | 208.40%-196.3pp | 109.03%-97.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $722 | $3,217-77.6% | $2,737-73.6% | $4,761-84.8% |
| Participant deferral / active EE | $1,389 | $4,554-69.5% | $3,709-62.6% | $5,982-76.8% |
| Admin fee / account holder | $47 | $6,193-99.2% | $3,845-98.8% | $11,246-99.6% |