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 8-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 | $66,815 | $162,781-59.0% | $133,956-50.1% | $158,922-58.0% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 18.63% | 41.94%-23.3pp | 45.09%-26.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $5,873 | $4,975+18.0% | $3,919+49.9% | $4,761+23.3% |
| Participant deferral / active EE | $14,813 | $5,911+150.6% | $5,048+193.5% | $5,982+147.6% |
| Admin fee / account holder | $289 | $11,736-97.5% | $8,927-96.8% | $11,246-97.4% |