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 | $109,551 | $70,606+55.2% | $53,898+103.3% | $142,382-23.1% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 16.05% | 619.81%-603.8pp | 528.60%-512.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $458 | $1,202-61.9% | $932-50.8% | $4,299-89.3% |
| Participant deferral / active EE | $2,600 | $2,364+10.0% | $1,826+42.4% | $6,507-60.0% |
| Admin fee / account holder | $78 | $2,852-97.3% | $2,491-96.9% | $12,624-99.4% |