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 | $55,415 | $70,756-21.7% | $65,493-15.4% | $142,382-61.1% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 16.88% | 1754.89%-1738.0pp | 982.45%-965.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $705 | $2,881-75.5% | $2,574-72.6% | $4,299-83.6% |
| Participant deferral / active EE | $1,108 | $4,637-76.1% | $3,961-72.0% | $6,507-83.0% |
| Admin fee / account holder | $51 | $6,559-99.2% | $5,028-99.0% | $12,624-99.6% |