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 4-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 | $76,364 | $165,984-54.0% | $164,813-53.7% | $145,922-47.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.48% | 100.03%-87.6pp | 69.93%-57.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,994 | $5,273-43.2% | $4,341-31.0% | $4,660-35.7% |
| Participant deferral / active EE | $6,967 | $6,959+0.1% | $6,031+15.5% | $6,688+4.2% |
| Admin fee / account holder | $292 | $16,648-98.2% | $12,690-97.7% | $13,397-97.8% |