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 | $89,510 | $80,717+10.9% | $154,803-42.2% | $84,808+5.5% |
| Participation rate | 55.1% | 66.8%-11.7pp | 78.1%-23.0pp | 68.3%-13.2pp |
| Annual return | 13.92% | 37.96%-24.0pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,170 | $2,761-21.4% | $4,305-49.6% | $2,631-17.5% |
| Participant deferral / active EE | $3,615 | $3,303+9.4% | $5,540-34.8% | $4,212-14.2% |
| Admin fee / account holder | $26 | $6,746-99.6% | $14,329-99.8% | $7,344-99.6% |