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 | $40,175 | $65,365-38.5% | $92,893-56.8% | $72,985-45.0% |
| Participation rate | 48.8% | 68.3%-19.5pp | 76.0%-27.2pp | 69.5%-20.6pp |
| Annual return | 24.92% | 42.10%-17.2pp | 109.41%-84.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,507 | $2,594-41.9% | $3,653-58.8% | $2,440-38.3% |
| Participant deferral / active EE | $3,776 | $3,128+20.7% | $4,236-10.9% | $3,607+4.7% |
| Admin fee / account holder | $4 | $4,251-99.9% | $5,794-99.9% | $5,124-99.9% |