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 | $111,571 | $154,117-27.6% | $129,995-14.2% | $139,434-20.0% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.5%-34.0pp | 80.3%-35.9pp |
| Annual return | 19.66% | 32.48%-12.8pp | -137.18%+156.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,251 | $5,289-76.4% | $4,320-71.0% | $4,751-73.7% |
| Participant deferral / active EE | $3,075 | $6,710-54.2% | $5,820-47.2% | $6,710-54.2% |
| Admin fee / account holder | $156 | $14,007-98.9% | $10,614-98.5% | $11,403-98.6% |