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 | $49,468 | $185,200-73.3% | $142,863-65.4% | $167,490-70.5% |
| Participation rate | 36.4% | 78.4%-42.1pp | 71.9%-35.6pp | 82.1%-45.7pp |
| Annual return | 30.65% | 8555.70%-8525.0pp | 5637.54%-5606.9pp | 478.56%-447.9pp |
| Employer contribution / active EE | $1,658 | $5,604-70.4% | $4,144-60.0% | $4,837-65.7% |
| Participant deferral / active EE | $2,657 | $4,494-40.9% | $3,837-30.8% | $6,341-58.1% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |