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 | $92,265 | $70,606+30.7% | $53,898+71.2% | $142,382-35.2% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 20.24% | 619.81%-599.6pp | 528.60%-508.4pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,353 | $1,202+12.6% | $932+45.2% | $4,299-68.5% |
| Participant deferral / active EE | $2,106 | $2,364-10.9% | $1,826+15.3% | $6,507-67.6% |
| Admin fee / account holder | $40 | $2,852-98.6% | $2,491-98.4% | $12,624-99.7% |