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 | $33,878 | $150,440-77.5% | $136,294-75.1% | $147,584-77.0% |
| Participation rate | 61.1% | 84.4%-23.3pp | 81.9%-20.8pp | 82.8%-21.7pp |
| Annual return | 24.56% | 1049.08%-1024.5pp | 5155.94%-5131.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,768 | $6,630-13.0% | $6,247-7.7% | $5,439+6.0% |
| Admin fee / account holder | $41 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |