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 | $80,937 | $64,480+25.5% | $81,382-0.5% | $80,856+0.1% |
| Participation rate | 67.5% | 63.9%+3.6pp | 69.5%-2.0pp | 67.6%-0.1pp |
| Annual return | 17.40% | 16.34%+1.1pp | 24.73%-7.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,848 | $1,978-6.6% | $2,463-25.0% | $2,755-32.9% |
| Participant deferral / active EE | $5,052 | $3,094+63.3% | $3,883+30.1% | $4,296+17.6% |
| Admin fee / account holder | $187 | $5,671-96.7% | $5,768-96.8% | $6,918-97.3% |