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 | $31,197 | $85,766-63.6% | $136,294-77.1% | $70,131-55.5% |
| Participation rate | 60.4% | 74.2%-13.8pp | 81.9%-21.5pp | 69.5%-9.2pp |
| Annual return | 19.57% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,464 | $2,966-50.7% | $4,695-68.8% | $2,342-37.5% |
| Participant deferral / active EE | $4,476 | $5,051-11.4% | $6,247-28.4% | $3,332+34.3% |
| Admin fee / account holder | $62 | $5,420-98.8% | $9,243-99.3% | $4,645-98.7% |