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 3-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 | $63,540 | $159,934-60.3% | $147,005-56.8% | $145,959-56.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.14% | 98.24%-82.1pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,539 | $5,287-70.9% | $4,934-68.8% | $4,661-67.0% |
| Participant deferral / active EE | $12,500 | $8,427+48.3% | $8,070+54.9% | $6,689+86.9% |
| Admin fee / account holder | $84 | $15,053-99.4% | $13,006-99.4% | $13,398-99.4% |