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 | $59,512 | $90,503-34.2% | $78,689-24.4% | $273,961-78.3% |
| Participation rate | 65.2% | 76.5%-11.3pp | 73.6%-8.3pp | 83.0%-17.8pp |
| Annual return | 7.01% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,210 | $3,176-61.9% | $2,851-57.5% | $4,869-75.1% |
| Participant deferral / active EE | $2,357 | $3,901-39.6% | $3,517-33.0% | $5,287-55.4% |
| Admin fee / account holder | $9 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |