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 | $113,843 | $65,365+74.2% | $92,893+22.6% | $72,985+56.0% |
| Participation rate | 58.6% | 68.3%-9.7pp | 76.0%-17.4pp | 69.5%-10.9pp |
| Annual return | 25.70% | 42.10%-16.4pp | 109.41%-83.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,253 | $2,594-51.7% | $3,653-65.7% | $2,440-48.6% |
| Participant deferral / active EE | $5,253 | $3,128+67.9% | $4,236+24.0% | $3,607+45.6% |
| Admin fee / account holder | $11 | $4,251-99.7% | $5,794-99.8% | $5,124-99.8% |