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 | $73,872 | $71,050+4.0% | $93,606-21.1% | $80,856-8.6% |
| Participation rate | 67.6% | 60.4%+7.2pp | 68.7%-1.1pp | 67.6%0pp |
| Annual return | 23.10% | 11.26%+11.8pp | 133.20%-110.1pp | 35.59%-12.5pp |
| Employer contribution / active EE | $1,069 | $1,564-31.6% | $2,420-55.8% | $2,755-61.2% |
| Participant deferral / active EE | $3,368 | $4,034-16.5% | $4,411-23.6% | $4,296-21.6% |
| Admin fee / account holder | $5 | $6,945-99.9% | $8,285-99.9% | $6,918-99.9% |