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 | $41,238 | $105,998-61.1% | $92,233-55.3% | $147,584-72.1% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 25.84% | 50.05%-24.2pp | 176.28%-150.4pp | 578.55%-552.7pp |
| Employer contribution / active EE | $1,392 | $4,333-67.9% | $3,679-62.2% | $4,876-71.5% |
| Participant deferral / active EE | $4,470 | $4,478-0.2% | $3,897+14.7% | $5,439-17.8% |
| Admin fee / account holder | $195 | $6,332-96.9% | $5,194-96.2% | $10,885-98.2% |