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 | $120,750 | $81,460+48.2% | $103,333+16.9% | $80,856+49.3% |
| Participation rate | 53.3% | 66.8%-13.5pp | 74.5%-21.2pp | 67.6%-14.3pp |
| Annual return | 14.96% | 25.55%-10.6pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,252 | $3,105-59.7% | $3,868-67.6% | $2,755-54.6% |
| Participant deferral / active EE | $3,327 | $3,869-14.0% | $5,057-34.2% | $4,296-22.5% |
| Admin fee / account holder | $108 | $6,566-98.4% | $8,355-98.7% | $6,918-98.4% |