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 5-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 | $32,285 | $96,305-66.5% | $80,569-59.9% | $139,434-76.8% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | 22.39% | 1350.08%-1327.7pp | 935.43%-913.0pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,253 | $3,262-61.6% | $2,723-54.0% | $4,751-73.6% |
| Participant deferral / active EE | $5,371 | $5,232+2.7% | $4,447+20.8% | $6,710-20.0% |
| Admin fee / account holder | $20 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |