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 7-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 | $117,606 | $114,047+3.1% | $96,139+22.3% | $167,490-29.8% |
| Participation rate | 25.0% | 75.1%-50.1pp | 68.4%-43.4pp | 82.1%-57.1pp |
| Annual return | 17.14% | 189.88%-172.7pp | 191.94%-174.8pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,090 | $3,427-68.2% | $2,797-61.0% | $4,837-77.5% |
| Participant deferral / active EE | $2,963 | $5,194-42.9% | $4,349-31.9% | $6,341-53.3% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |