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 | $22,833 | $75,828-69.9% | $147,614-84.5% | $59,632-61.7% |
| Participation rate | 63.0% | 71.6%-8.5pp | 84.6%-21.6pp | 68.7%-5.6pp |
| Annual return | 3.57% | 0.37%+3.2pp | 61.98%-58.4pp | 2041.28%-2037.7pp |
| Employer contribution / active EE | $1,289 | $3,485-63.0% | $5,564-76.8% | $2,203-41.5% |
| Participant deferral / active EE | $2,752 | $3,130-12.1% | $4,895-43.8% | $3,192-13.8% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |