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 | $178,338 | $117,381+51.9% | $99,443+79.3% | $152,861+16.7% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 17.46% | 31.87%-14.4pp | 30.72%-13.3pp | 345.32%-327.9pp |
| Employer contribution / active EE | $10,121 | $3,013+235.9% | $2,540+298.5% | $4,762+112.5% |
| Participant deferral / active EE | $4,750 | $4,086+16.3% | $3,619+31.3% | $5,850-18.8% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |