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 | $25,006 | $99,020-74.7% | $86,590-71.1% | $147,584-83.1% |
| Participation rate | 28.6% | 76.3%-47.8pp | 73.5%-45.0pp | 82.8%-54.3pp |
| Annual return | 31.42% | 1312.34%-1280.9pp | 964.84%-933.4pp | 578.55%-547.1pp |
| Employer contribution / active EE | $189 | $3,132-94.0% | $2,839-93.4% | $4,876-96.1% |
| Participant deferral / active EE | $3,214 | $3,972-19.1% | $3,609-10.9% | $5,439-40.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |