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 | $74,642 | $99,020-24.6% | $86,590-13.8% | $147,584-49.4% |
| Participation rate | 43.8% | 76.3%-32.6pp | 73.5%-29.8pp | 82.8%-39.1pp |
| Annual return | 14.94% | 1312.34%-1297.4pp | 964.84%-949.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $382 | $3,132-87.8% | $2,839-86.5% | $4,876-92.2% |
| Participant deferral / active EE | $1,582 | $3,972-60.2% | $3,609-56.2% | $5,439-70.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |