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 9-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 | $227,329 | $96,305+136.0% | $80,569+182.2% | $139,434+63.0% |
| Participation rate | 23.1% | 73.6%-50.6pp | 67.0%-43.9pp | 80.3%-57.2pp |
| Annual return | 22.67% | 1350.08%-1327.4pp | 935.43%-912.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $492 | $3,262-84.9% | $2,723-81.9% | $4,751-89.6% |
| Participant deferral / active EE | $4,222 | $5,232-19.3% | $4,447-5.1% | $6,710-37.1% |
| Admin fee / account holder | $28 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |