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 | $49,099 | $107,015-54.1% | $73,545-33.2% | $147,584-66.7% |
| Participation rate | 66.7% | 66.4%+0.3pp | 54.9%+11.7pp | 82.8%-16.2pp |
| Annual return | 24.68% | 38.25%-13.6pp | -15.16%+39.8pp | 578.55%-553.9pp |
| Employer contribution / active EE | $2,627 | $1,760+49.2% | $1,219+115.5% | $4,876-46.1% |
| Participant deferral / active EE | $10,178 | $2,462+313.5% | $1,806+463.6% | $5,439+87.1% |
| Admin fee / account holder | $63 | $3,055-98.0% | $2,320-97.3% | $10,885-99.4% |