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 | $171,289 | $154,228+11.1% | $145,433+17.8% | $137,256+24.8% |
| Participation rate | 29.4% | 83.8%-54.4pp | 82.1%-52.7pp | 80.0%-50.5pp |
| Annual return | 16.94% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $908 | $4,804-81.1% | $4,554-80.1% | $4,156-78.2% |
| Participant deferral / active EE | $4,271 | $8,216-48.0% | $7,897-45.9% | $6,407-33.3% |
| Admin fee / account holder | $41 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |