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 | $28,252 | $97,757-71.1% | $83,848-66.3% | $135,375-79.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | 8.08% | 1287.37%-1279.3pp | 850.88%-842.8pp | 519.73%-511.7pp |
| Employer contribution / active EE | $1,145 | $4,222-72.9% | $3,631-68.5% | $4,779-76.0% |
| Participant deferral / active EE | $3,683 | $4,682-21.3% | $4,082-9.8% | $5,609-34.3% |
| Admin fee / account holder | $59 | $6,674-99.1% | $5,478-98.9% | $10,827-99.5% |