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 | $57,255 | $72,277-20.8% | $101,248-43.5% | $79,858-28.3% |
| Participation rate | 61.7% | 68.5%-6.8pp | 75.8%-14.1pp | 69.6%-7.9pp |
| Annual return | 16.35% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,081 | $2,692-22.7% | $3,660-43.1% | $2,471-15.8% |
| Participant deferral / active EE | $3,495 | $3,282+6.5% | $4,370-20.0% | $3,740-6.6% |
| Admin fee / account holder | $25 | $4,400-99.4% | $5,945-99.6% | $5,306-99.5% |