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 | $56,903 | $102,828-44.7% | $105,387-46.0% | $152,861-62.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 26.75% | 20.85%+5.9pp | 26.82%-0.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $4,387 | $4,473-1.9% | $4,213+4.1% | $4,762-7.9% |
| Participant deferral / active EE | $8,109 | $5,465+48.4% | $5,502+47.4% | $5,850+38.6% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |