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 | $63,660 | $127,065-49.9% | $113,168-43.7% | $142,382-55.3% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 19.46% | 24.03%-4.6pp | 24.27%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,476 | $3,442+1.0% | $2,975+16.8% | $4,299-19.1% |
| Participant deferral / active EE | $7,636 | $5,716+33.6% | $5,107+49.5% | $6,507+17.3% |
| Admin fee / account holder | $22 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |