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 | $87,330 | $86,929+0.5% | $102,423-14.7% | $80,856+8.0% |
| Participation rate | 36.8% | 72.4%-35.6pp | 76.5%-39.7pp | 67.6%-30.9pp |
| Annual return | 20.41% | 18.88%+1.5pp | 29.32%-8.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,540 | $2,369-35.0% | $3,023-49.1% | $2,755-44.1% |
| Participant deferral / active EE | $4,245 | $4,118+3.1% | $5,053-16.0% | $4,296-1.2% |
| Admin fee / account holder | $41 | $8,049-99.5% | $9,451-99.6% | $6,918-99.4% |