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 | $67,967 | $47,848+42.0% | $81,478-16.6% | $70,131-3.1% |
| Participation rate | 42.9% | 58.3%-15.4pp | 68.0%-25.1pp | 69.5%-26.7pp |
| Annual return | 18.34% | 27.25%-8.9pp | 38.78%-20.4pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,430 | $1,527-6.4% | $2,568-44.3% | $2,342-39.0% |
| Participant deferral / active EE | $3,425 | $2,453+39.6% | $3,537-3.2% | $3,332+2.8% |
| Admin fee / account holder | $157 | $3,145-95.0% | $4,561-96.6% | $4,645-96.6% |