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 7-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 | $30,797 | $226,064-86.4% | $182,532-83.1% | $152,861-79.9% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.0%-14.3pp | 82.4%-18.8pp |
| Annual return | 27.78% | 192.51%-164.7pp | 148.54%-120.8pp | 345.32%-317.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,506 | $6,368+2.2% | $5,524+17.8% | $5,850+11.2% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |