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 | $57,281 | $73,515-22.1% | $62,995-9.1% | $147,584-61.2% |
| Participation rate | 60.9% | 77.9%-17.0pp | 74.8%-13.9pp | 82.8%-22.0pp |
| Annual return | 12.33% | 175.43%-163.1pp | 87.57%-75.2pp | 578.55%-566.2pp |
| Employer contribution / active EE | $962 | $3,320-71.0% | $2,759-65.1% | $4,876-80.3% |
| Participant deferral / active EE | $1,359 | $4,185-67.5% | $3,329-59.2% | $5,439-75.0% |
| Admin fee / account holder | $129 | $5,953-97.8% | $3,600-96.4% | $10,885-98.8% |