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 | $169,560 | $153,772+10.3% | $133,980+26.6% | $273,961-38.1% |
| Participation rate | 30.0% | 88.4%-58.4pp | 87.1%-57.1pp | 83.0%-53.0pp |
| Annual return | 9.37% | 36.51%-27.1pp | 29.30%-19.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,650 | $6,029-72.6% | $5,211-68.3% | $4,869-66.1% |
| Participant deferral / active EE | $6,600 | $6,958-5.2% | $6,282+5.1% | $5,287+24.8% |
| Admin fee / account holder | $48 | $11,765-99.6% | $9,324-99.5% | $10,132-99.5% |