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 | $79,309 | $61,774+28.4% | $97,226-18.4% | $80,856-1.9% |
| Participation rate | 27.5% | 63.5%-36.0pp | 72.7%-45.2pp | 67.6%-40.1pp |
| Annual return | 12.95% | -557.90%+570.9pp | 75.13%-62.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $547 | $1,837-70.2% | $2,729-79.9% | $2,755-80.1% |
| Participant deferral / active EE | $1,471 | $3,029-51.4% | $4,264-65.5% | $4,296-65.7% |
| Admin fee / account holder | $249 | $5,166-95.2% | $5,654-95.6% | $6,918-96.4% |