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 | $132,372 | $88,751+49.1% | $81,812+61.8% | $145,922-9.3% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.3%-16.8pp | 80.3%-24.7pp |
| Annual return | 82.33% | 1025.40%-943.1pp | 773.79%-691.5pp | 561.29%-479.0pp |
| Employer contribution / active EE | $1,684 | $3,083-45.4% | $2,912-42.2% | $4,660-63.9% |
| Participant deferral / active EE | $5,324 | $4,643+14.7% | $4,319+23.3% | $6,688-20.4% |
| Admin fee / account holder | $19 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |