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 | $63,961 | $176,662-63.8% | $130,648-51.0% | $152,861-58.2% |
| Participation rate | 30.0% | 79.0%-49.0pp | 71.7%-41.7pp | 82.4%-52.4pp |
| Annual return | 31.95% | 2692.24%-2660.3pp | 1708.96%-1677.0pp | 345.32%-313.4pp |
| Employer contribution / active EE | $1,323 | $5,742-77.0% | $4,092-67.7% | $4,762-72.2% |
| Participant deferral / active EE | $3,551 | $4,361-18.6% | $3,603-1.4% | $5,850-39.3% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |