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 | $56,157 | $157,256-64.3% | $141,162-60.2% | $152,861-63.3% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.4%-44.9pp |
| Annual return | 20.74% | 64.32%-43.6pp | 71.39%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,330 | $5,261-74.7% | $4,735-71.9% | $4,762-72.1% |
| Participant deferral / active EE | $3,297 | $7,109-53.6% | $6,709-50.9% | $5,850-43.6% |
| Admin fee / account holder | $43 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |