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 | $28,936 | $175,202-83.5% | $149,673-80.7% | $139,434-79.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 28.40% | 166.71%-138.3pp | 134.42%-106.0pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,999 | $5,474-63.5% | $4,818-58.5% | $4,751-57.9% |
| Participant deferral / active EE | $7,625 | $6,519+17.0% | $5,680+34.2% | $6,710+13.6% |
| Admin fee / account holder | $50 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |