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 6-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 | $189,072 | $104,974+80.1% | $95,585+97.8% | $142,382+32.8% |
| Participation rate | 55.0% | 75.0%-20.0pp | 72.1%-17.1pp | 80.1%-25.1pp |
| Annual return | 21.55% | 210.33%-188.8pp | 38.56%-17.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,531 | $2,779-44.9% | $2,527-39.4% | $4,299-64.4% |
| Participant deferral / active EE | $6,273 | $4,352+44.1% | $4,023+55.9% | $6,507-3.6% |
| Admin fee / account holder | $131 | $6,386-98.0% | $6,127-97.9% | $12,624-99.0% |