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 | $32,355 | $226,064-85.7% | $182,532-82.3% | $152,861-78.8% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.4%-44.9pp |
| Annual return | 36.54% | 192.51%-156.0pp | 148.54%-112.0pp | 345.32%-308.8pp |
| Employer contribution / active EE | $1,051 | $4,978-78.9% | $4,076-74.2% | $4,762-77.9% |
| Participant deferral / active EE | $5,101 | $6,368-19.9% | $5,524-7.7% | $5,850-12.8% |
| Admin fee / account holder | $162 | $10,703-98.5% | $8,592-98.1% | $11,596-98.6% |