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 | $75,634 | $228,332-66.9% | $185,823-59.3% | $158,922-52.4% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 17.22% | 40.80%-23.6pp | 35.95%-18.7pp | 302.83%-285.6pp |
| Employer contribution / active EE | $992 | $4,967-80.0% | $4,087-75.7% | $4,761-79.2% |
| Participant deferral / active EE | $1,466 | $6,415-77.1% | $5,632-74.0% | $5,982-75.5% |
| Admin fee / account holder | $53 | $11,864-99.6% | $9,500-99.4% | $11,246-99.5% |