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 | $41,048 | $110,502-62.9% | $80,716-49.1% | $167,490-75.5% |
| Participation rate | 44.4% | 64.0%-19.5pp | 54.2%-9.7pp | 82.1%-37.7pp |
| Annual return | 6.40% | 120.54%-114.1pp | 87.28%-80.9pp | 478.56%-472.2pp |
| Employer contribution / active EE | $1,495 | $1,543-3.1% | $1,160+28.9% | $4,837-69.1% |
| Participant deferral / active EE | $4,164 | $2,871+45.0% | $2,146+94.0% | $6,341-34.3% |
| Admin fee / account holder | $18 | $4,545-99.6% | $3,380-99.5% | $12,309-99.9% |