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 | $48,004 | $112,096-57.2% | $95,952-50.0% | $158,922-69.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 22.16% | 171.09%-148.9pp | 91.61%-69.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,236 | $3,198-61.4% | $2,541-51.4% | $4,761-74.0% |
| Participant deferral / active EE | $1,946 | $4,784-59.3% | $4,167-53.3% | $5,982-67.5% |
| Admin fee / account holder | $7 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |