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 | $46,893 | $150,440-68.8% | $136,294-65.6% | $147,584-68.2% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 22.84% | 1049.08%-1026.2pp | 5155.94%-5133.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $1,527 | $5,256-71.0% | $4,695-67.5% | $4,876-68.7% |
| Participant deferral / active EE | $3,959 | $6,630-40.3% | $6,247-36.6% | $5,439-27.2% |
| Admin fee / account holder | $85 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |