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 | $82,624 | $73,933+11.8% | $96,683-14.5% | $75,163+9.9% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 51.93% | 26.70%+25.2pp | 35.69%+16.2pp | 160.62%-108.7pp |
| Employer contribution / active EE | $1,804 | $2,928-38.4% | $3,737-51.7% | $2,670-32.4% |
| Participant deferral / active EE | $3,618 | $3,659-1.1% | $4,878-25.8% | $4,125-12.3% |
| Admin fee / account holder | $213 | $5,216-95.9% | $6,730-96.8% | $5,651-96.2% |