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 | $172,792 | $153,772+12.4% | $133,980+29.0% | $273,961-36.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 7.69% | 36.51%-28.8pp | 29.30%-21.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,533 | $6,029-41.4% | $5,211-32.2% | $4,869-27.4% |
| Participant deferral / active EE | $8,126 | $6,958+16.8% | $6,282+29.4% | $5,287+53.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |