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 5-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 | $113,680 | $159,901-28.9% | $146,958-22.6% | $145,922-22.1% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.2%-30.0pp | 80.3%-28.1pp |
| Annual return | 26.13% | 98.13%-72.0pp | 418.34%-392.2pp | 561.29%-535.2pp |
| Employer contribution / active EE | $2,749 | $5,286-48.0% | $4,933-44.3% | $4,660-41.0% |
| Participant deferral / active EE | $4,487 | $8,428-46.8% | $8,070-44.4% | $6,688-32.9% |
| Admin fee / account holder | $3 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |