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 | $22,552 | $109,817-79.5% | $98,442-77.1% | $167,490-86.5% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 14.52% | 1956.69%-1942.2pp | 1492.73%-1478.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,000 | $3,224-69.0% | $2,960-66.2% | $4,837-79.3% |
| Participant deferral / active EE | $1,338 | $4,673-71.4% | $4,276-68.7% | $6,341-78.9% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |