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 | $33,700 | $124,319-72.9% | $111,297-69.7% | $167,490-79.9% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 533.54% | 37.44%+496.1pp | 54.65%+478.9pp | 478.56%+55.0pp |
| Employer contribution / active EE | $1,040 | $3,435-69.7% | $2,731-61.9% | $4,837-78.5% |
| Participant deferral / active EE | $2,815 | $5,180-45.7% | $4,487-37.3% | $6,341-55.6% |
| Admin fee / account holder | $288 | $10,618-97.3% | $7,964-96.4% | $12,309-97.7% |