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 | $97,590 | $160,055-39.0% | $140,016-30.3% | $135,375-27.9% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.5%-43.1pp | 82.6%-38.2pp |
| Annual return | -7.90% | 911.38%-919.3pp | 651.12%-659.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,940 | $6,420-69.8% | $5,606-65.4% | $4,779-59.4% |
| Participant deferral / active EE | $5,434 | $7,642-28.9% | $6,927-21.6% | $5,609-3.1% |
| Admin fee / account holder | $60 | $13,328-99.6% | $10,705-99.4% | $10,827-99.4% |