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 | $99,636 | $109,327-8.9% | $89,391+11.5% | $158,922-37.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 21.21% | 345.68%-324.5pp | 245.62%-224.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,211 | $3,170-61.8% | $2,586-53.2% | $4,761-74.6% |
| Participant deferral / active EE | $3,592 | $4,598-21.9% | $3,890-7.7% | $5,982-40.0% |
| Admin fee / account holder | $179 | $6,153-97.1% | $4,881-96.3% | $11,246-98.4% |