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 | $90,173 | $46,869+92.4% | $122,332-26.3% | $70,131+28.6% |
| Participation rate | 69.8% | 58.2%+11.6pp | 71.6%-1.9pp | 69.5%+0.2pp |
| Annual return | 16.20% | 24.22%-8.0pp | 30.27%-14.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,492 | $1,288+15.8% | $4,050-63.2% | $2,342-36.3% |
| Participant deferral / active EE | $3,730 | $2,166+72.2% | $3,287+13.5% | $3,332+12.0% |
| Admin fee / account holder | $126 | $3,322-96.2% | $5,478-97.7% | $4,645-97.3% |