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 | $215,963 | $179,726+20.2% | $156,263+38.2% | $142,382+51.7% |
| Participation rate | 30.0% | 82.1%-52.1pp | 78.9%-48.9pp | 80.1%-50.1pp |
| Annual return | 16.90% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,285 | $5,069-74.6% | $4,333-70.3% | $4,299-70.1% |
| Participant deferral / active EE | $4,945 | $6,956-28.9% | $6,158-19.7% | $6,507-24.0% |
| Admin fee / account holder | $60 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |