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 5-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 | $174,142 | $167,307+4.1% | $143,757+21.1% | $134,475+29.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 17.70% | 0.46%+17.2pp | -0.04%+17.7pp | 417.96%-400.3pp |
| Employer contribution / active EE | $1,738 | $5,619-69.1% | $4,951-64.9% | $4,740-63.3% |
| Participant deferral / active EE | $6,568 | $6,446+1.9% | $5,637+16.5% | $6,400+2.6% |
| Admin fee / account holder | $107 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |