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 6-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 | $192,225 | $117,859+63.1% | $102,438+87.6% | $145,959+31.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.02% | 31.72%-13.7pp | 29.37%-11.3pp | 561.95%-543.9pp |
| Employer contribution / active EE | $5,442 | $3,615+50.5% | $3,024+80.0% | $4,661+16.8% |
| Participant deferral / active EE | $22,750 | $5,732+296.9% | $5,054+350.2% | $6,689+240.1% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |