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 | $113,150 | $80,717+40.2% | $154,803-26.9% | $84,808+33.4% |
| Participation rate | 64.7% | 66.8%-2.1pp | 78.1%-13.4pp | 68.3%-3.6pp |
| Annual return | 14.14% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,447 | $2,761-11.4% | $4,305-43.2% | $2,631-7.0% |
| Participant deferral / active EE | $9,184 | $3,303+178.0% | $5,540+65.8% | $4,212+118.1% |
| Admin fee / account holder | $193 | $6,746-97.1% | $14,329-98.6% | $7,344-97.4% |