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 8-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 | $113,594 | $179,726-36.8% | $156,263-27.3% | $142,382-20.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 15.34% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,144 | $5,069-38.0% | $4,333-27.4% | $4,299-26.9% |
| Participant deferral / active EE | $7,535 | $6,956+8.3% | $6,158+22.4% | $6,507+15.8% |
| Admin fee / account holder | $254 | $17,272-98.5% | $14,255-98.2% | $12,624-98.0% |