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 4-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 | $158,423 | $70,756+123.9% | $65,493+141.9% | $142,382+11.3% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 25.77% | 1754.89%-1729.1pp | 982.45%-956.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $11,751 | $2,881+307.9% | $2,574+356.5% | $4,299+173.3% |
| Participant deferral / active EE | $11,500 | $4,637+148.0% | $3,961+190.3% | $6,507+76.7% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |