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 | $23,708 | $85,766-72.4% | $136,294-82.6% | $70,131-66.2% |
| Participation rate | 53.1% | 74.2%-21.1pp | 81.9%-28.9pp | 69.5%-16.5pp |
| Annual return | 66.09% | 31.45%+34.6pp | 5155.94%-5089.8pp | 73.14%-7.0pp |
| Employer contribution / active EE | $2,505 | $2,966-15.5% | $4,695-46.6% | $2,342+7.0% |
| Participant deferral / active EE | $3,228 | $5,051-36.1% | $6,247-48.3% | $3,332-3.1% |
| Admin fee / account holder | $288 | $5,420-94.7% | $9,243-96.9% | $4,645-93.8% |