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 9-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 | $46,090 | $102,966-55.2% | $90,281-48.9% | $152,861-69.8% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.4%-26.9pp |
| Annual return | 21.79% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,848 | $3,139-41.1% | $2,854-35.3% | $4,762-61.2% |
| Participant deferral / active EE | $5,589 | $4,281+30.5% | $3,885+43.9% | $5,850-4.5% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |