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 | $82,945 | $108,642-23.7% | $74,701+11.0% | $152,861-45.7% |
| Participation rate | 46.2% | 65.3%-19.2pp | 54.5%-8.3pp | 82.4%-36.3pp |
| Annual return | 26.31% | 114.06%-87.8pp | 752.92%-726.6pp | 345.32%-319.0pp |
| Employer contribution / active EE | $615 | $1,503-59.1% | $1,084-43.3% | $4,762-87.1% |
| Participant deferral / active EE | $4,714 | $2,712+73.8% | $1,964+140.0% | $5,850-19.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |