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 | $41,796 | $202,318-79.3% | $172,739-75.8% | $152,861-72.7% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.4%-24.1pp |
| Annual return | 29.16% | 1029.65%-1000.5pp | 802.84%-773.7pp | 345.32%-316.2pp |
| Employer contribution / active EE | $1,887 | $5,856-67.8% | $5,143-63.3% | $4,762-60.4% |
| Participant deferral / active EE | $4,319 | $5,948-27.4% | $5,198-16.9% | $5,850-26.2% |
| Admin fee / account holder | $83 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |