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 | $41,246 | $117,841-65.0% | $102,423-59.7% | $145,922-71.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 15.64% | 31.65%-16.0pp | 29.32%-13.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,618 | $3,615-27.6% | $3,023-13.4% | $4,660-43.8% |
| Participant deferral / active EE | $4,674 | $5,731-18.4% | $5,053-7.5% | $6,688-30.1% |
| Admin fee / account holder | $30 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |