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 | $21,676 | $81,248-73.3% | $155,509-86.1% | $80,856-73.2% |
| Participation rate | 49.0% | 66.2%-17.2pp | 78.2%-29.2pp | 67.6%-18.6pp |
| Annual return | 13.78% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,679 | $3,452-22.4% | $5,626-52.4% | $4,296-37.6% |
| Admin fee / account holder | $136 | $7,997-98.3% | $15,912-99.1% | $6,918-98.0% |