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 5-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 | $60,513 | $70,606-14.3% | $53,898+12.3% | $142,382-57.5% |
| Participation rate | 23.8% | 63.7%-39.9pp | 55.0%-31.2pp | 80.1%-56.3pp |
| Annual return | 20.79% | 619.81%-599.0pp | 528.60%-507.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $499 | $1,202-58.5% | $932-46.5% | $4,299-88.4% |
| Participant deferral / active EE | $2,678 | $2,364+13.3% | $1,826+46.7% | $6,507-58.8% |
| Admin fee / account holder | $160 | $2,852-94.4% | $2,491-93.6% | $12,624-98.7% |