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 | $248,599 | $100,773+146.7% | $88,946+179.5% | $142,382+74.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 11.32% | 70.18%-58.9pp | 57.82%-46.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,549 | $2,918+21.6% | $2,555+38.9% | $4,299-17.5% |
| Participant deferral / active EE | $7,908 | $5,230+51.2% | $4,581+72.6% | $6,507+21.5% |
| Admin fee / account holder | $2 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |