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 6-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 | $78,063 | $72,277+8.0% | $101,248-22.9% | $79,858-2.2% |
| Participation rate | 34.2% | 68.5%-34.2pp | 75.8%-41.6pp | 69.6%-35.4pp |
| Annual return | 17.40% | 22.30%-4.9pp | 46.47%-29.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,166 | $2,692-56.7% | $3,660-68.1% | $2,471-52.8% |
| Participant deferral / active EE | $3,442 | $3,282+4.9% | $4,370-21.2% | $3,740-8.0% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |