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 | $72,480 | $118,849-39.0% | $96,562-24.9% | $167,490-56.7% |
| Participation rate | 59.1% | 75.5%-16.4pp | 69.8%-10.7pp | 82.1%-23.0pp |
| Annual return | 15.66% | 50.49%-34.8pp | 37.78%-22.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,789 | $3,120-42.7% | $2,356-24.1% | $4,837-63.0% |
| Participant deferral / active EE | $4,639 | $4,616+0.5% | $3,849+20.5% | $6,341-26.8% |
| Admin fee / account holder | $211 | $8,065-97.4% | $6,181-96.6% | $12,309-98.3% |