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 3-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 | $90,501 | $74,888+20.8% | $71,209+27.1% | $142,382-36.4% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.8%-61.3pp | 80.1%-67.6pp |
| Annual return | 27.85% | 345.14%-317.3pp | 282.51%-254.7pp | 217.08%-189.2pp |
| Employer contribution / active EE | $1,260 | $2,854-55.9% | $2,721-53.7% | $4,299-70.7% |
| Participant deferral / active EE | $2,100 | $4,454-52.9% | $4,175-49.7% | $6,507-67.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |