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 9-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 | $37,416 | $183,963-79.7% | $162,163-76.9% | $152,861-75.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 34.24% | 150.76%-116.5pp | 115.59%-81.4pp | 345.32%-311.1pp |
| Employer contribution / active EE | $1,941 | $6,371-69.5% | $5,614-65.4% | $4,762-59.2% |
| Participant deferral / active EE | $9,161 | $8,034+14.0% | $7,298+25.5% | $5,850+56.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |