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 | $33,747 | $109,817-69.3% | $98,442-65.7% | $167,490-79.9% |
| Participation rate | 53.8% | 75.8%-22.0pp | 73.3%-19.5pp | 82.1%-28.3pp |
| Annual return | 15.28% | 1956.69%-1941.4pp | 1492.73%-1477.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,874 | $3,224-41.9% | $2,960-36.7% | $4,837-61.3% |
| Participant deferral / active EE | $2,299 | $4,673-50.8% | $4,276-46.2% | $6,341-63.7% |
| Admin fee / account holder | $17 | $6,753-99.7% | $5,949-99.7% | $12,309-99.9% |