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 10-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 | $70,912 | $81,625-13.1% | $58,482+21.3% | $139,434-49.1% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 13.59% | 7404.20%-7390.6pp | 4239.32%-4225.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $745 | $1,398-46.7% | $1,053-29.3% | $4,751-84.3% |
| Participant deferral / active EE | $7,500 | $2,557+193.4% | $1,924+289.8% | $6,710+11.8% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |