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 | $38,141 | $144,119-73.5% | $117,854-67.6% | $147,584-74.2% |
| Participation rate | 63.6% | 83.4%-19.8pp | 79.7%-16.0pp | 82.8%-19.2pp |
| Annual return | 1618.38% | 531.15%+1087.2pp | 335.08%+1283.3pp | 578.55%+1039.8pp |
| Employer contribution / active EE | $2,382 | $4,896-51.3% | $3,786-37.1% | $4,876-51.1% |
| Participant deferral / active EE | $7,556 | $5,316+42.1% | $4,482+68.6% | $5,439+38.9% |
| Admin fee / account holder | $36 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |