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 | $54,034 | $82,630-34.6% | $64,105-15.7% | $125,391-56.9% |
| Participation rate | 19.0% | 75.9%-56.8pp | 68.2%-49.1pp | 83.2%-64.1pp |
| Annual return | -2.23% | 1489.72%-1491.9pp | 791.24%-793.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $690 | $2,671-74.2% | $1,820-62.1% | $4,866-85.8% |
| Participant deferral / active EE | $1,977 | $3,608-45.2% | $2,822-29.9% | $5,352-63.0% |
| Admin fee / account holder | $19 | $6,382-99.7% | $4,499-99.6% | $9,540-99.8% |