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 | $113,962 | $62,672+81.8% | $185,117-38.4% | $70,131+62.5% |
| Participation rate | 65.0% | 63.8%+1.2pp | 77.3%-12.3pp | 69.5%-4.5pp |
| Annual return | 13.59% | 40.79%-27.2pp | 40.50%-26.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,874 | $3,272+110.1% | $5,045+36.2% | $3,332+106.3% |
| Admin fee / account holder | $8 | $3,932-99.8% | $8,159-99.9% | $4,645-99.8% |