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 | $49,698 | $180,449-72.5% | $154,107-67.8% | $135,375-63.3% |
| Participation rate | 61.9% | 87.4%-25.5pp | 83.0%-21.1pp | 82.6%-20.7pp |
| Annual return | -8.13% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,659 | $6,035-72.5% | $5,298-68.7% | $4,779-65.3% |
| Participant deferral / active EE | $2,701 | $5,806-53.5% | $5,081-46.8% | $5,609-51.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |