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 | $26,089 | $150,440-82.7% | $136,294-80.9% | $147,584-82.3% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 28.67% | 1049.08%-1020.4pp | 5155.94%-5127.3pp | 578.55%-549.9pp |
| Employer contribution / active EE | $2,310 | $5,256-56.1% | $4,695-50.8% | $4,876-52.6% |
| Participant deferral / active EE | $5,985 | $6,630-9.7% | $6,247-4.2% | $5,439+10.0% |
| Admin fee / account holder | $157 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |