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 | $111,586 | $58,512+90.7% | $84,015+32.8% | $72,985+52.9% |
| Participation rate | 69.2% | 61.2%+8.0pp | 69.0%+0.2pp | 69.5%-0.3pp |
| Annual return | 24.87% | 28.93%-4.1pp | 71.31%-46.4pp | 81.00%-56.1pp |
| Employer contribution / active EE | $451 | $1,163-61.2% | $1,983-77.3% | $2,440-81.5% |
| Participant deferral / active EE | $2,818 | $2,394+17.7% | $3,239-13.0% | $3,607-21.9% |
| Admin fee / account holder | $271 | $4,569-94.1% | $6,101-95.6% | $5,124-94.7% |