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 | $123,239 | $104,974+17.4% | $95,585+28.9% | $142,382-13.4% |
| Participation rate | 63.6% | 75.0%-11.3pp | 72.1%-8.4pp | 80.1%-16.5pp |
| Annual return | 14.48% | 210.33%-195.8pp | 38.56%-24.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,793 | $2,779-35.5% | $2,527-29.0% | $4,299-58.3% |
| Participant deferral / active EE | $3,452 | $4,352-20.7% | $4,023-14.2% | $6,507-46.9% |
| Admin fee / account holder | $1 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |