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 | $101,658 | $124,281-18.2% | $109,143-6.9% | $167,490-39.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 12.42% | 26.04%-13.6pp | 25.75%-13.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,105 | $4,207-73.7% | $3,722-70.3% | $4,837-77.2% |
| Participant deferral / active EE | $2,516 | $5,255-52.1% | $4,653-45.9% | $6,341-60.3% |
| Admin fee / account holder | $138 | $7,970-98.3% | $6,752-98.0% | $12,309-98.9% |