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 4-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 | $79,626 | $209,336-62.0% | $197,124-59.6% | $137,256-42.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 32.00% | 48.09%-16.1pp | 44.34%-12.3pp | 220.34%-188.3pp |
| Employer contribution / active EE | $7,687 | $6,591+16.6% | $6,227+23.4% | $4,156+85.0% |
| Participant deferral / active EE | $15,667 | $9,614+63.0% | $9,135+71.5% | $6,407+144.5% |
| Admin fee / account holder | $32 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |