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 3-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 | $130,278 | $159,901-18.5% | $146,958-11.3% | $145,922-10.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 24.48% | 98.13%-73.7pp | 418.34%-393.9pp | 561.29%-536.8pp |
| Employer contribution / active EE | $2,214 | $5,286-58.1% | $4,933-55.1% | $4,660-52.5% |
| Participant deferral / active EE | $13,673 | $8,428+62.2% | $8,070+69.4% | $6,688+104.4% |
| Admin fee / account holder | $216 | $15,044-98.6% | $12,998-98.3% | $13,397-98.4% |