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 | $91,909 | $72,492+26.8% | $87,100+5.5% | $72,985+25.9% |
| Participation rate | 22.2% | 72.8%-50.6pp | 76.9%-54.6pp | 69.5%-47.3pp |
| Annual return | 28.61% | 24.46%+4.2pp | 28.19%+0.4pp | 81.00%-52.4pp |
| Employer contribution / active EE | $2,162 | $1,894+14.2% | $2,521-14.2% | $2,440-11.4% |
| Participant deferral / active EE | $3,422 | $3,270+4.7% | $4,049-15.5% | $3,607-5.1% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |