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 | $126,883 | $107,452+18.1% | $91,541+38.6% | $142,382-10.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.8%-12.6pp | 80.1%-23.0pp |
| Annual return | 14.46% | 22.06%-7.6pp | 20.50%-6.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,744 | $2,994-41.7% | $2,505-30.4% | $4,299-59.4% |
| Participant deferral / active EE | $1,781 | $4,754-62.5% | $4,008-55.6% | $6,507-72.6% |
| Admin fee / account holder | $214 | $8,834-97.6% | $6,956-96.9% | $12,624-98.3% |