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 4-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 | $109,950 | $87,166+26.1% | $76,735+43.3% | $137,256-19.9% |
| Participation rate | 46.2% | 74.4%-28.2pp | 69.5%-23.3pp | 80.0%-33.8pp |
| Annual return | 16.53% | 26.50%-10.0pp | 29.77%-13.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,130 | $2,904-61.1% | $2,454-54.0% | $4,156-72.8% |
| Participant deferral / active EE | $11,820 | $4,726+150.1% | $4,088+189.2% | $6,407+84.5% |
| Admin fee / account holder | $16 | $8,403-99.8% | $7,189-99.8% | $12,270-99.9% |