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 | $29,927 | $180,449-83.4% | $154,107-80.6% | $135,375-77.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -8.08% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,931 | $6,035-51.4% | $5,298-44.7% | $4,779-38.7% |
| Participant deferral / active EE | $2,413 | $5,806-58.4% | $5,081-52.5% | $5,609-57.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |