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 | $46,330 | $160,055-71.1% | $140,016-66.9% | $135,375-65.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -7.82% | 911.38%-919.2pp | 651.12%-658.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,901 | $6,420-70.4% | $5,606-66.1% | $4,779-60.2% |
| Participant deferral / active EE | $4,440 | $7,642-41.9% | $6,927-35.9% | $5,609-20.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |