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 | $77,259 | $72,400+6.7% | $67,502+14.5% | $145,922-47.1% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 23.74% | 7182.46%-7158.7pp | 3512.12%-3488.4pp | 561.29%-537.5pp |
| Employer contribution / active EE | $2,656 | $3,069-13.5% | $2,731-2.7% | $4,660-43.0% |
| Participant deferral / active EE | $5,776 | $4,783+20.8% | $4,000+44.4% | $6,688-13.6% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |