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 | $113,247 | $154,365-26.6% | $130,231-13.0% | $139,434-18.8% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.3%-13.8pp | 80.3%-17.8pp |
| Annual return | 17.59% | 30.34%-12.7pp | 38.77%-21.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,238 | $5,170-37.4% | $4,126-21.5% | $4,751-31.8% |
| Participant deferral / active EE | $11,035 | $8,498+29.9% | $6,799+62.3% | $6,710+64.5% |
| Admin fee / account holder | $10 | $9,214-99.9% | $6,020-99.8% | $11,403-99.9% |