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 | $76,011 | $58,828+29.2% | $77,999-2.5% | $62,891+20.9% |
| Participation rate | 25.0% | 71.1%-46.1pp | 75.5%-50.5pp | 69.3%-44.3pp |
| Annual return | 10.55% | 17.16%-6.6pp | 425.96%-415.4pp | 20.14%-9.6pp |
| Employer contribution / active EE | $766 | $1,672-54.2% | $2,470-69.0% | $2,281-66.4% |
| Participant deferral / active EE | $1,276 | $2,686-52.5% | $3,497-63.5% | $3,203-60.2% |
| Admin fee / account holder | $124 | $4,393-97.2% | $5,480-97.7% | $4,296-97.1% |