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 | $33,723 | $144,119-76.6% | $117,854-71.4% | $147,584-77.2% |
| Participation rate | 68.4% | 83.4%-15.0pp | 79.7%-11.2pp | 82.8%-14.4pp |
| Annual return | 19.70% | 531.15%-511.4pp | 335.08%-315.4pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,339 | $4,896-72.7% | $3,786-64.6% | $4,876-72.5% |
| Participant deferral / active EE | $3,266 | $5,316-38.6% | $4,482-27.1% | $5,439-39.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |