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 | $25,151 | $118,680-78.8% | $98,907-74.6% | $158,922-84.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 20.54% | 372.35%-351.8pp | 196.43%-175.9pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,429 | $3,333-27.1% | $2,689-9.7% | $4,761-49.0% |
| Participant deferral / active EE | $2,429 | $5,088-52.3% | $4,244-42.8% | $5,982-59.4% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |