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 5-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 | $57,670 | $172,478-66.6% | $145,661-60.4% | $142,382-59.5% |
| Participation rate | 53.8% | 80.1%-26.3pp | 77.2%-23.4pp | 80.1%-26.3pp |
| Annual return | 22.51% | 151.09%-128.6pp | 101.46%-78.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,905 | $4,899-61.1% | $4,238-55.0% | $4,299-55.7% |
| Participant deferral / active EE | $3,813 | $8,348-54.3% | $7,198-47.0% | $6,507-41.4% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |