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 | $56,589 | $138,044-59.0% | $125,339-54.9% | $134,475-57.9% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 7.76% | 750.33%-742.6pp | 572.05%-564.3pp | 417.96%-410.2pp |
| Employer contribution / active EE | $2,277 | $5,243-56.6% | $4,814-52.7% | $4,740-52.0% |
| Participant deferral / active EE | $5,631 | $7,799-27.8% | $7,446-24.4% | $6,400-12.0% |
| Admin fee / account holder | $206 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |