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 | $47,457 | $227,553-79.1% | $189,557-75.0% | $167,490-71.7% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.4%-21.3pp | 82.1%-25.0pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,963 | $5,316-63.1% | $4,412-55.5% | $4,837-59.4% |
| Participant deferral / active EE | $4,939 | $7,002-29.5% | $6,174-20.0% | $6,341-22.1% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |