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 | $83,816 | $29,667+182.5% | $56,441+48.5% | $80,874+3.6% |
| Participation rate | 37.1% | 41.7%-4.6pp | 52.5%-15.4pp | 67.6%-30.6pp |
| Annual return | 14.46% | 35.22%-20.8pp | 1704.21%-1689.8pp | 35.62%-21.2pp |
| Employer contribution / active EE | $890 | $669+32.9% | $1,039-14.4% | $2,756-67.7% |
| Participant deferral / active EE | $3,047 | $1,227+148.5% | $1,953+56.0% | $4,297-29.1% |
| Admin fee / account holder | $20 | $2,429-99.2% | $2,829-99.3% | $6,935-99.7% |