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 | $87,356 | $112,881-22.6% | $90,951-4.0% | $158,922-45.0% |
| Participation rate | 43.8% | 74.7%-31.0pp | 69.0%-25.3pp | 82.0%-38.2pp |
| Annual return | 18.93% | 215.79%-196.9pp | 134.60%-115.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,109 | $2,893-27.1% | $2,122-0.6% | $4,761-55.7% |
| Participant deferral / active EE | $4,538 | $4,128+9.9% | $3,373+34.5% | $5,982-24.1% |
| Admin fee / account holder | $36 | $8,041-99.6% | $5,959-99.4% | $11,246-99.7% |