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 | $127,781 | $114,047+12.0% | $96,139+32.9% | $167,490-23.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 11.74% | 189.88%-178.1pp | 191.94%-180.2pp | 478.56%-466.8pp |
| Employer contribution / active EE | $5,000 | $3,427+45.9% | $2,797+78.8% | $4,837+3.4% |
| Participant deferral / active EE | $5,382 | $5,194+3.6% | $4,349+23.7% | $6,341-15.1% |
| Admin fee / account holder | $26 | $6,897-99.6% | $5,537-99.5% | $12,309-99.8% |