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 | $120,219 | $149,040-19.3% | $120,2250% | $137,256-12.4% |
| Participation rate | 37.5% | 75.4%-37.9pp | 69.6%-32.1pp | 80.0%-42.5pp |
| Annual return | 16.93% | 605.68%-588.8pp | 439.23%-422.3pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,603 | $4,350-63.1% | $3,475-53.9% | $4,156-61.4% |
| Participant deferral / active EE | $3,549 | $4,655-23.8% | $3,999-11.3% | $6,407-44.6% |
| Admin fee / account holder | $3 | $6,348-100.0% | $5,696-99.9% | $12,270-100.0% |