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 | $89,097 | $105,998-15.9% | $92,233-3.4% | $147,584-39.6% |
| Participation rate | 41.2% | 80.4%-39.2pp | 76.5%-35.3pp | 82.8%-41.7pp |
| Annual return | 16.98% | 50.05%-33.1pp | 176.28%-159.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,092 | $4,333-51.7% | $3,679-43.1% | $4,876-57.1% |
| Participant deferral / active EE | $4,106 | $4,478-8.3% | $3,897+5.4% | $5,439-24.5% |
| Admin fee / account holder | $116 | $6,332-98.2% | $5,194-97.8% | $10,885-98.9% |