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 | $138,565 | $110,257+25.7% | $96,544+43.5% | $139,434-0.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 21.80% | 26.32%-4.5pp | 25.84%-4.0pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,643 | $3,620-54.6% | $2,965-44.6% | $4,751-65.4% |
| Participant deferral / active EE | $4,095 | $5,548-26.2% | $4,851-15.6% | $6,710-39.0% |
| Admin fee / account holder | $273 | $11,591-97.6% | $8,252-96.7% | $11,403-97.6% |