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 | $0 | $114,047-100.0% | $96,139-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 68.4%-68.4pp | 82.1%-82.1pp |
| Annual return | 17.09% | 189.88%-172.8pp | 191.94%-174.9pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,539 | $3,427-55.1% | $2,797-45.0% | $4,837-68.2% |
| Participant deferral / active EE | $4,143 | $5,194-20.2% | $4,349-4.7% | $6,341-34.7% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |