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 | $175,096 | $106,890+63.8% | $84,015+108.4% | $152,861+14.5% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 23.18% | 104.99%-81.8pp | 71.31%-48.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $662 | $2,734-75.8% | $1,983-66.6% | $4,762-86.1% |
| Participant deferral / active EE | $4,560 | $4,011+13.7% | $3,239+40.8% | $5,850-22.1% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |