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 | $28,690 | $150,440-80.9% | $136,294-78.9% | $147,584-80.6% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 26.78% | 1049.08%-1022.3pp | 5155.94%-5129.2pp | 578.55%-551.8pp |
| Employer contribution / active EE | $2,597 | $5,256-50.6% | $4,695-44.7% | $4,876-46.7% |
| Participant deferral / active EE | $5,934 | $6,630-10.5% | $6,247-5.0% | $5,439+9.1% |
| Admin fee / account holder | $63 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |