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 | $29,327 | $48,046-39.0% | $84,611-65.3% | $72,985-59.8% |
| Participation rate | 68.6% | 57.6%+11.0pp | 68.2%+0.3pp | 69.5%-0.9pp |
| Annual return | 31.15% | 37.38%-6.2pp | 258.74%-227.6pp | 81.00%-49.9pp |
| Employer contribution / active EE | $2,881 | $1,602+79.9% | $2,652+8.6% | $2,440+18.1% |
| Participant deferral / active EE | $7,569 | $2,680+182.4% | $3,899+94.2% | $3,607+109.8% |
| Admin fee / account holder | $86 | $3,395-97.5% | $4,912-98.2% | $5,124-98.3% |