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 | $127,854 | $183,519-30.3% | $155,509-17.8% | $145,922-12.4% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 10.94% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,981 | $5,313-62.7% | $4,672-57.6% | $4,660-57.5% |
| Participant deferral / active EE | $6,756 | $6,462+4.5% | $5,626+20.1% | $6,688+1.0% |
| Admin fee / account holder | $70 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |