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 | $141,577 | $72,277+95.9% | $101,248+39.8% | $79,858+77.3% |
| Participation rate | 53.6% | 68.5%-14.9pp | 75.8%-22.2pp | 69.6%-16.1pp |
| Annual return | 18.99% | 22.30%-3.3pp | 46.47%-27.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,041 | $2,692-61.3% | $3,660-71.5% | $2,471-57.9% |
| Participant deferral / active EE | $3,765 | $3,282+14.7% | $4,370-13.8% | $3,740+0.7% |
| Admin fee / account holder | $12 | $4,400-99.7% | $5,945-99.8% | $5,306-99.8% |