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 8-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 | $40,605 | $102,317-60.3% | $146,958-72.4% | $80,856-49.8% |
| Participation rate | 52.9% | 75.8%-22.9pp | 82.2%-29.2pp | 67.6%-14.7pp |
| Annual return | 15.86% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $5,078 | $3,713+36.8% | $4,933+2.9% | $2,755+84.3% |
| Participant deferral / active EE | $3,815 | $6,644-42.6% | $8,070-52.7% | $4,296-11.2% |
| Admin fee / account holder | $270 | $7,941-96.6% | $12,998-97.9% | $6,918-96.1% |