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 | $203,062 | $111,724+81.8% | $93,606+116.9% | $145,922+39.2% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.4pp |
| Annual return | 18.22% | 202.98%-184.8pp | 133.20%-115.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $565 | $3,090-81.7% | $2,420-76.7% | $4,660-87.9% |
| Participant deferral / active EE | $1,985 | $4,912-59.6% | $4,411-55.0% | $6,688-70.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |