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 9-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 | $208,529 | $190,805+9.3% | $159,960+30.4% | $134,475+55.1% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -13.34% | 552.23%-565.6pp | 408.60%-421.9pp | 417.96%-431.3pp |
| Employer contribution / active EE | $14,397 | $4,995+188.2% | $4,226+240.7% | $4,740+203.7% |
| Participant deferral / active EE | $6,833 | $6,923-1.3% | $6,182+10.5% | $6,400+6.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |