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 | $208,524 | $90,503+130.4% | $78,689+165.0% | $273,961-23.9% |
| Participation rate | 53.8% | 76.5%-22.7pp | 73.6%-19.7pp | 83.0%-29.2pp |
| Annual return | 7.89% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,248 | $3,176+2.3% | $2,851+13.9% | $4,869-33.3% |
| Participant deferral / active EE | $4,969 | $3,901+27.4% | $3,517+41.3% | $5,287-6.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |