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 | $44,160 | $96,305-54.1% | $80,569-45.2% | $139,434-68.3% |
| Participation rate | 52.6% | 73.6%-21.0pp | 67.0%-14.4pp | 80.3%-27.7pp |
| Annual return | 12.51% | 1350.08%-1337.6pp | 935.43%-922.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,531 | $5,232-70.7% | $4,447-65.6% | $6,710-77.2% |
| Admin fee / account holder | $180 | $6,599-97.3% | $5,377-96.6% | $11,403-98.4% |