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 | $244,309 | $93,346+161.7% | $71,796+240.3% | $273,961-10.8% |
| Participation rate | 28.6% | 76.5%-48.0pp | 69.1%-40.5pp | 83.0%-54.4pp |
| Annual return | 4.34% | 130.39%-126.1pp | 78.04%-73.7pp | 41.45%-37.1pp |
| Employer contribution / active EE | $581 | $2,733-78.7% | $1,924-69.8% | $4,869-88.1% |
| Participant deferral / active EE | $3,461 | $3,475-0.4% | $2,794+23.9% | $5,287-34.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |