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 | $22,816 | $115,882-80.3% | $100,516-77.3% | $158,922-85.6% |
| Participation rate | 52.6% | 81.6%-28.9pp | 79.4%-26.8pp | 82.0%-29.3pp |
| Annual return | 59.32% | 34.79%+24.5pp | 30.89%+28.4pp | 302.83%-243.5pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,789 | $6,674+31.7% | $6,270+40.2% | $5,982+46.9% |
| Admin fee / account holder | $289 | $10,995-97.4% | $8,081-96.4% | $11,246-97.4% |