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 | $59,542 | $48,795+22.0% | $65,493-9.1% | $84,808-29.8% |
| Participation rate | 68.9% | 67.0%+1.9pp | 73.1%-4.2pp | 68.3%+0.6pp |
| Annual return | 16.72% | 20.20%-3.5pp | 982.45%-965.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $895 | $1,930-53.6% | $2,574-65.2% | $2,631-66.0% |
| Participant deferral / active EE | $3,721 | $2,928+27.1% | $3,961-6.1% | $4,212-11.7% |
| Admin fee / account holder | $270 | $3,877-93.0% | $5,028-94.6% | $7,344-96.3% |