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 8-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 | $142,392 | $126,574+12.5% | $106,213+34.1% | $145,922-2.4% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 15.86% | 224.79%-208.9pp | 116.14%-100.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,207 | $3,730-67.6% | $3,171-61.9% | $4,660-74.1% |
| Participant deferral / active EE | $9,571 | $5,724+67.2% | $5,016+90.8% | $6,688+43.1% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |