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 | $32,538 | $106,749-69.5% | $145,433-77.6% | $82,448-60.5% |
| Participation rate | 57.1% | 75.6%-18.5pp | 82.1%-25.0pp | 68.1%-10.9pp |
| Annual return | 25.37% | 27.59%-2.2pp | 66.58%-41.2pp | 41.64%-16.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,477 | $6,519-0.6% | $7,897-18.0% | $4,139+56.5% |
| Admin fee / account holder | $6 | $8,390-99.9% | $13,129-100.0% | $7,234-99.9% |