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 | $31,603 | $149,040-78.8% | $120,225-73.7% | $137,256-77.0% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 13.33% | 605.68%-592.4pp | 439.23%-425.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,339 | $4,350-69.2% | $3,475-61.5% | $4,156-67.8% |
| Participant deferral / active EE | $2,209 | $4,655-52.5% | $3,999-44.8% | $6,407-65.5% |
| Admin fee / account holder | $213 | $6,348-96.7% | $5,696-96.3% | $12,270-98.3% |