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 | $59,008 | $104,974-43.8% | $95,585-38.3% | $142,382-58.6% |
| Participation rate | 47.4% | 75.0%-27.6pp | 72.1%-24.7pp | 80.1%-32.8pp |
| Annual return | 17.61% | 210.33%-192.7pp | 38.56%-21.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,827 | $2,779-34.2% | $2,527-27.7% | $4,299-57.5% |
| Participant deferral / active EE | $4,722 | $4,352+8.5% | $4,023+17.4% | $6,507-27.4% |
| Admin fee / account holder | $205 | $6,386-96.8% | $6,127-96.6% | $12,624-98.4% |