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 | $39,639 | $45,073-12.1% | $69,455-42.9% | $72,985-45.7% |
| Participation rate | 58.1% | 68.5%-10.4pp | 74.6%-16.5pp | 69.5%-11.4pp |
| Annual return | 11.72% | 22.65%-10.9pp | 28.97%-17.2pp | 81.00%-69.3pp |
| Employer contribution / active EE | $452 | $2,054-78.0% | $2,779-83.7% | $2,440-81.5% |
| Participant deferral / active EE | $2,272 | $2,602-12.7% | $3,535-35.7% | $3,607-37.0% |
| Admin fee / account holder | $85 | $3,056-97.2% | $3,839-97.8% | $5,124-98.3% |