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 | $69,978 | $118,450-40.9% | $98,439-28.9% | $139,434-49.8% |
| Participation rate | 25.0% | 77.4%-52.4pp | 75.2%-50.2pp | 80.3%-55.3pp |
| Annual return | 13.73% | 18.94%-5.2pp | 21.16%-7.4pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,755 | $3,609-51.4% | $3,048-42.4% | $4,751-63.1% |
| Participant deferral / active EE | $7,976 | $5,392+47.9% | $4,738+68.4% | $6,710+18.9% |
| Admin fee / account holder | $249 | $14,026-98.2% | $8,948-97.2% | $11,403-97.8% |