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 | $212,091 | $214,378-1.1% | $200,582+5.7% | $142,382+49.0% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.9%-46.9pp | 80.1%-40.1pp |
| Annual return | 17.27% | 46.41%-29.1pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,793 | $6,841-73.8% | $6,419-72.1% | $4,299-58.3% |
| Participant deferral / active EE | $6,200 | $9,865-37.1% | $9,331-33.6% | $6,507-4.7% |
| Admin fee / account holder | $30 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |