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 | $94,359 | $102,317-7.8% | $146,958-35.8% | $80,856+16.7% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.2%-24.5pp | 67.6%-9.9pp |
| Annual return | 14.72% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,378 | $3,713-36.0% | $4,933-51.8% | $2,755-13.7% |
| Participant deferral / active EE | $5,608 | $6,644-15.6% | $8,070-30.5% | $4,296+30.6% |
| Admin fee / account holder | $8 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |