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 | $0 | $110,261-100.0% | $95,745-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 10.15% | 27.11%-17.0pp | 28.35%-18.2pp | 372.94%-362.8pp |
| Employer contribution / active EE | $2,868 | $3,257-11.9% | $2,835+1.2% | $4,751-39.6% |
| Participant deferral / active EE | $13,679 | $4,676+192.6% | $4,245+222.3% | $6,710+103.9% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |