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 | $45,369 | $100,852-55.0% | $90,404-49.8% | $158,922-71.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 16.76% | 1724.20%-1707.4pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $962 | $3,689-73.9% | $3,262-70.5% | $4,761-79.8% |
| Participant deferral / active EE | $2,241 | $4,348-48.5% | $3,963-43.5% | $5,982-62.5% |
| Admin fee / account holder | $9 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |