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 5-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 | $76,063 | $102,604-25.9% | $86,188-11.7% | $139,434-45.4% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.0%-49.0pp | 80.3%-60.3pp |
| Annual return | 39.33% | 1922.51%-1883.2pp | 1168.45%-1129.1pp | 372.94%-333.6pp |
| Employer contribution / active EE | $773 | $3,032-74.5% | $2,380-67.5% | $4,751-83.7% |
| Participant deferral / active EE | $7,970 | $4,676+70.5% | $3,985+100.0% | $6,710+18.8% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |