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 9-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 | $237,585 | $97,044+144.8% | $83,333+185.1% | $135,375+75.5% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -9.04% | 12.31%-21.4pp | 10.63%-19.7pp | 519.73%-528.8pp |
| Employer contribution / active EE | $5,751 | $4,143+38.8% | $3,379+70.2% | $4,779+20.3% |
| Participant deferral / active EE | $20,523 | $5,964+244.1% | $5,565+268.8% | $5,609+265.9% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |