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 5-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 | $56,709 | $102,604-44.7% | $86,188-34.2% | $139,434-59.3% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 31.40% | 1922.51%-1891.1pp | 1168.45%-1137.1pp | 372.94%-341.5pp |
| Employer contribution / active EE | $1,139 | $3,032-62.4% | $2,380-52.2% | $4,751-76.0% |
| Participant deferral / active EE | $5,935 | $4,676+26.9% | $3,985+48.9% | $6,710-11.5% |
| Admin fee / account holder | $176 | $8,657-98.0% | $6,852-97.4% | $11,403-98.5% |