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 | $36,951 | $106,890-65.4% | $84,015-56.0% | $152,861-75.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 30.11% | 104.99%-74.9pp | 71.31%-41.2pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,743 | $2,734-36.2% | $1,983-12.1% | $4,762-63.4% |
| Participant deferral / active EE | $2,179 | $4,011-45.7% | $3,239-32.7% | $5,850-62.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |