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 | $47,863 | $99,020-51.7% | $86,590-44.7% | $147,584-67.6% |
| Participation rate | 68.2% | 76.3%-8.2pp | 73.5%-5.4pp | 82.8%-14.6pp |
| Annual return | 18.84% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,245 | $3,132+3.6% | $2,839+14.3% | $4,876-33.4% |
| Participant deferral / active EE | $5,482 | $3,972+38.0% | $3,609+51.9% | $5,439+0.8% |
| Admin fee / account holder | $220 | $5,710-96.1% | $4,906-95.5% | $10,885-98.0% |