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 | $30,674 | $65,409-53.1% | $98,442-68.8% | $85,850-64.3% |
| Participation rate | 61.4% | 65.0%-3.6pp | 73.3%-11.9pp | 69.3%-7.9pp |
| Annual return | 15.46% | 21.76%-6.3pp | 1492.73%-1477.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $860 | $2,168-60.3% | $2,960-70.9% | $2,565-66.5% |
| Participant deferral / active EE | $1,118 | $3,166-64.7% | $4,276-73.9% | $3,952-71.7% |
| Admin fee / account holder | $246 | $4,593-94.6% | $5,949-95.9% | $6,260-96.1% |