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 | $133,192 | $108,642+22.6% | $74,701+78.3% | $152,861-12.9% |
| Participation rate | 5.9% | 65.3%-59.5pp | 54.5%-48.6pp | 82.4%-76.6pp |
| Annual return | 36.17% | 114.06%-77.9pp | 752.92%-716.8pp | 345.32%-309.1pp |
| Employer contribution / active EE | $268 | $1,503-82.2% | $1,084-75.2% | $4,762-94.4% |
| Participant deferral / active EE | $1,118 | $2,712-58.8% | $1,964-43.1% | $5,850-80.9% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |