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 | $37,079 | $148,534-75.0% | $135,903-72.7% | $139,434-73.4% |
| Participation rate | 60.9% | 83.9%-23.0pp | 81.9%-21.0pp | 80.3%-19.4pp |
| Annual return | 14.20% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,498 | $5,243-71.4% | $4,856-69.2% | $4,751-68.5% |
| Participant deferral / active EE | $3,216 | $8,100-60.3% | $7,758-58.6% | $6,710-52.1% |
| Admin fee / account holder | $81 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |