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 | $98,743 | $97,757+1.0% | $83,848+17.8% | $135,375-27.1% |
| Participation rate | 38.5% | 80.0%-41.5pp | 76.1%-37.7pp | 82.6%-44.2pp |
| Annual return | -4.98% | 1287.37%-1292.3pp | 850.88%-855.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,539 | $4,222-63.6% | $3,631-57.6% | $4,779-67.8% |
| Participant deferral / active EE | $4,203 | $4,682-10.2% | $4,082+3.0% | $5,609-25.1% |
| Admin fee / account holder | $57 | $6,674-99.1% | $5,478-99.0% | $10,827-99.5% |