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 | $81,251 | $99,652-18.5% | $78,778+3.1% | $147,584-44.9% |
| Participation rate | 53.8% | 76.2%-22.4pp | 69.2%-15.3pp | 82.8%-29.0pp |
| Annual return | 21.30% | 47.28%-26.0pp | 35.62%-14.3pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,215 | $2,796-56.5% | $1,986-38.8% | $4,876-75.1% |
| Participant deferral / active EE | $3,238 | $3,664-11.6% | $2,958+9.5% | $5,439-40.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |