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 | $104,231 | $65,365+59.5% | $92,893+12.2% | $72,985+42.8% |
| Participation rate | 61.4% | 68.3%-6.9pp | 76.0%-14.6pp | 69.5%-8.1pp |
| Annual return | 23.06% | 42.10%-19.0pp | 109.41%-86.4pp | 81.00%-57.9pp |
| Employer contribution / active EE | $732 | $2,594-71.8% | $3,653-80.0% | $2,440-70.0% |
| Participant deferral / active EE | $3,585 | $3,128+14.6% | $4,236-15.4% | $3,607-0.6% |
| Admin fee / account holder | $256 | $4,251-94.0% | $5,794-95.6% | $5,124-95.0% |