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 | $93,419 | $112,881-17.2% | $90,951+2.7% | $158,922-41.2% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 21.05% | 215.79%-194.7pp | 134.60%-113.5pp | 302.83%-281.8pp |
| Employer contribution / active EE | $624 | $2,893-78.4% | $2,122-70.6% | $4,761-86.9% |
| Participant deferral / active EE | $3,900 | $4,128-5.5% | $3,373+15.6% | $5,982-34.8% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |