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 | $42,751 | $100,852-57.6% | $90,404-52.7% | $158,922-73.1% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.3pp | 82.0%-23.6pp |
| Annual return | 15.87% | 1724.20%-1708.3pp | 1293.02%-1277.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,714 | $3,689-53.5% | $3,262-47.5% | $4,761-64.0% |
| Participant deferral / active EE | $4,078 | $4,348-6.2% | $3,963+2.9% | $5,982-31.8% |
| Admin fee / account holder | $4 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |