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 | $31,784 | $144,119-77.9% | $117,854-73.0% | $147,584-78.5% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.7%-39.7pp | 82.8%-42.8pp |
| Annual return | 19.86% | 531.15%-511.3pp | 335.08%-315.2pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,833 | $4,896-62.6% | $3,786-51.6% | $4,876-62.4% |
| Participant deferral / active EE | $2,750 | $5,316-48.3% | $4,482-38.6% | $5,439-49.4% |
| Admin fee / account holder | $21 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |