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 | $116,520 | $165,984-29.8% | $164,813-29.3% | $145,922-20.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 16.97% | 100.03%-83.1pp | 69.93%-53.0pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,822 | $5,273-65.5% | $4,341-58.0% | $4,660-60.9% |
| Participant deferral / active EE | $8,018 | $6,959+15.2% | $6,031+32.9% | $6,688+19.9% |
| Admin fee / account holder | $248 | $16,648-98.5% | $12,690-98.0% | $13,397-98.1% |