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 | $13,388 | $99,020-86.5% | $86,590-84.5% | $147,584-90.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 22.19% | 1312.34%-1290.1pp | 964.84%-942.7pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,007 | $3,132-67.8% | $2,839-64.5% | $4,876-79.3% |
| Participant deferral / active EE | $3,587 | $3,972-9.7% | $3,609-0.6% | $5,439-34.0% |
| Admin fee / account holder | $15 | $5,710-99.7% | $4,906-99.7% | $10,885-99.9% |