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 | $32,948 | $60,124-45.2% | $90,404-63.6% | $79,858-58.7% |
| Participation rate | 33.3% | 65.0%-31.6pp | 72.7%-39.3pp | 69.6%-36.3pp |
| Annual return | 14.79% | 71.94%-57.2pp | 1293.02%-1278.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $573 | $2,068-72.3% | $3,262-82.4% | $2,471-76.8% |
| Participant deferral / active EE | $1,006 | $2,938-65.8% | $3,963-74.6% | $3,740-73.1% |
| Admin fee / account holder | $293 | $3,976-92.6% | $5,611-94.8% | $5,306-94.5% |