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 8-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 | $60,314 | $198,466-69.6% | $170,442-64.6% | $147,584-59.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 18.30% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,507 | $6,184-75.6% | $5,433-72.3% | $4,876-69.1% |
| Participant deferral / active EE | $6,313 | $5,629+12.1% | $4,939+27.8% | $5,439+16.1% |
| Admin fee / account holder | $63 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |