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 | $165,797 | $127,264+30.3% | $109,895+50.9% | $167,490-1.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 15.97% | 22.97%-7.0pp | 29.45%-13.5pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,227 | $3,322-33.0% | $2,842-21.7% | $4,837-54.0% |
| Participant deferral / active EE | $9,860 | $4,514+118.4% | $4,048+143.6% | $6,341+55.5% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |