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 | $128,407 | $87,540+46.7% | $75,781+69.4% | $125,391+2.4% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | 1.07% | 13.48%-12.4pp | 9.68%-8.6pp | 282.22%-281.2pp |
| Employer contribution / active EE | $2,290 | $3,930-41.7% | $3,323-31.1% | $4,866-52.9% |
| Participant deferral / active EE | $5,096 | $4,229+20.5% | $3,651+39.6% | $5,352-4.8% |
| Admin fee / account holder | $67 | $6,502-99.0% | $5,299-98.7% | $9,540-99.3% |