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 | $114,135 | $84,695+34.8% | $73,843+54.6% | $125,391-9.0% |
| Participation rate | 54.5% | 76.8%-22.2pp | 73.4%-18.9pp | 83.2%-28.6pp |
| Annual return | -1.73% | 3123.53%-3125.3pp | 2267.84%-2269.6pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,448 | $3,123-53.6% | $2,787-48.1% | $4,866-70.2% |
| Participant deferral / active EE | $2,194 | $3,992-45.0% | $3,583-38.8% | $5,352-59.0% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |