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 3-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 | $111,484 | $74,888+48.9% | $71,209+56.6% | $142,382-21.7% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.1%-18.6pp |
| Annual return | 17.40% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,760 | $2,854-38.3% | $2,721-35.3% | $4,299-59.1% |
| Participant deferral / active EE | $6,510 | $4,454+46.1% | $4,175+55.9% | $6,5070% |
| Admin fee / account holder | $150 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |