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 | $66,978 | $107,334-37.6% | $92,893-27.9% | $152,861-56.2% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 29.60% | 145.58%-116.0pp | 109.41%-79.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $929 | $4,221-78.0% | $3,653-74.6% | $4,762-80.5% |
| Participant deferral / active EE | $4,089 | $4,845-15.6% | $4,236-3.5% | $5,850-30.1% |
| Admin fee / account holder | $11 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |