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 | $138,575 | $177,572-22.0% | $154,803-10.5% | $142,382-2.7% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.1%-9.3pp | 80.1%-11.4pp |
| Annual return | 25.77% | 65.07%-39.3pp | 58.88%-33.1pp | 217.08%-191.3pp |
| Employer contribution / active EE | $2,329 | $4,810-51.6% | $4,305-45.9% | $4,299-45.8% |
| Participant deferral / active EE | $6,227 | $6,272-0.7% | $5,540+12.4% | $6,507-4.3% |
| Admin fee / account holder | $44 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |