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 | $55,115 | $60,349-8.7% | $74,183-25.7% | $62,891-12.4% |
| Participation rate | 29.6% | 72.7%-43.1pp | 76.6%-47.0pp | 69.3%-39.7pp |
| Annual return | 14.02% | 21.37%-7.4pp | 17.74%-3.7pp | 20.14%-6.1pp |
| Employer contribution / active EE | $1,343 | $1,680-20.1% | $2,370-43.4% | $2,281-41.1% |
| Participant deferral / active EE | $2,783 | $2,856-2.6% | $3,550-21.6% | $3,203-13.1% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |