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 | $11,967 | $108,172-88.9% | $77,482-84.6% | $158,922-92.5% |
| Participation rate | 8.7% | 64.4%-55.7pp | 54.2%-45.5pp | 82.0%-73.3pp |
| Annual return | 19.23% | 31.67%-12.4pp | 54.79%-35.6pp | 302.83%-283.6pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $852 | $2,456-65.3% | $1,861-54.2% | $5,982-85.8% |
| Admin fee / account holder | $86 | $3,708-97.7% | $2,858-97.0% | $11,246-99.2% |