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 10-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 | $38,658 | $57,354-32.6% | $83,848-53.9% | $64,186-39.8% |
| Participation rate | 51.9% | 68.6%-16.8pp | 76.1%-24.3pp | 69.6%-17.7pp |
| Annual return | -6.67% | 11.38%-18.1pp | 850.88%-857.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,661 | $2,545-34.7% | $3,631-54.2% | $2,381-30.2% |
| Participant deferral / active EE | $4,443 | $2,993+48.4% | $4,082+8.8% | $3,470+28.1% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |