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 | $144,378 | $162,781-11.3% | $133,956+7.8% | $158,922-9.2% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 8.32% | 41.94%-33.6pp | 45.09%-36.8pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,144 | $4,975-36.8% | $3,919-19.8% | $4,761-34.0% |
| Participant deferral / active EE | $9,822 | $5,911+66.2% | $5,048+94.6% | $5,982+64.2% |
| Admin fee / account holder | $60 | $11,736-99.5% | $8,927-99.3% | $11,246-99.5% |