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 | $159,629 | $179,726-11.2% | $156,263+2.2% | $142,382+12.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 17.38% | 77.86%-60.5pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,777 | $5,069-64.9% | $4,333-59.0% | $4,299-58.7% |
| Participant deferral / active EE | $4,066 | $6,956-41.5% | $6,158-34.0% | $6,507-37.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |