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 7-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 | $98,511 | $109,982-10.4% | $97,226+1.3% | $145,922-32.5% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 18.02% | 242.90%-224.9pp | 75.13%-57.1pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,211 | $3,084-60.7% | $2,729-55.6% | $4,660-74.0% |
| Participant deferral / active EE | $4,762 | $4,676+1.8% | $4,264+11.7% | $6,688-28.8% |
| Admin fee / account holder | $21 | $6,221-99.7% | $5,654-99.6% | $13,397-99.8% |