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 | $83,753 | $39,019+114.6% | $80,716+3.8% | $85,850-2.4% |
| Participation rate | 6.6% | 41.5%-35.0pp | 54.2%-47.6pp | 69.3%-62.7pp |
| Annual return | 31.56% | 26.27%+5.3pp | 87.28%-55.7pp | 318.53%-287.0pp |
| Employer contribution / active EE | $406 | $722-43.8% | $1,160-65.0% | $2,565-84.2% |
| Participant deferral / active EE | $831 | $1,326-37.3% | $2,146-61.3% | $3,952-79.0% |
| Admin fee / account holder | $175 | $2,431-92.8% | $3,380-94.8% | $6,260-97.2% |