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 | $110,483 | $177,572-37.8% | $154,803-28.6% | $142,382-22.4% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 19.90% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,236 | $4,810-53.5% | $4,305-48.1% | $4,299-48.0% |
| Participant deferral / active EE | $5,492 | $6,272-12.4% | $5,540-0.9% | $6,507-15.6% |
| Admin fee / account holder | $102 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |