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 6-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 | $36,151 | $111,754-67.7% | $103,333-65.0% | $145,922-75.2% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 18.75% | 24.77%-6.0pp | 24.88%-6.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,385 | $4,212-67.1% | $3,868-64.2% | $4,660-70.3% |
| Participant deferral / active EE | $2,876 | $5,619-48.8% | $5,057-43.1% | $6,688-57.0% |
| Admin fee / account holder | $172 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |