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 | $90,783 | $127,777-29.0% | $106,548-14.8% | $167,490-45.8% |
| Participation rate | 41.2% | 78.3%-37.1pp | 76.1%-35.0pp | 82.1%-40.9pp |
| Annual return | 12.11% | 33.87%-21.8pp | 26.80%-14.7pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,358 | $3,427-60.4% | $2,819-51.8% | $4,837-71.9% |
| Participant deferral / active EE | $3,072 | $5,087-39.6% | $4,398-30.1% | $6,341-51.6% |
| Admin fee / account holder | $239 | $11,228-97.9% | $7,407-96.8% | $12,309-98.1% |