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 | $36,936 | $95,803-61.4% | $113,168-67.4% | $84,808-56.4% |
| Participation rate | 64.9% | 72.9%-8.0pp | 76.6%-11.7pp | 68.3%-3.4pp |
| Annual return | 51.33% | 25.00%+26.3pp | 24.27%+27.1pp | 40.90%+10.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,875 | $4,242+38.5% | $5,107+15.0% | $4,212+39.5% |
| Admin fee / account holder | $51 | $8,989-99.4% | $12,068-99.6% | $7,344-99.3% |