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 | $104,263 | $63,861+63.3% | $104,607-0.3% | $79,858+30.6% |
| Participation rate | 55.8% | 64.9%-9.1pp | 74.1%-18.3pp | 69.6%-13.8pp |
| Annual return | 13.63% | 21.30%-7.7pp | 340.46%-326.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,027 | $1,588-35.4% | $2,681-61.7% | $2,471-58.4% |
| Participant deferral / active EE | $2,084 | $2,693-22.6% | $3,740-44.3% | $3,740-44.3% |
| Admin fee / account holder | $256 | $4,185-93.9% | $6,473-96.0% | $5,306-95.2% |