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 | $28,229 | $114,381-75.3% | $107,525-73.7% | $142,382-80.2% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.1%-10.1pp | 80.1%-15.1pp |
| Annual return | 18.84% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,623 | $4,015+15.2% | $3,754+23.2% | $4,299+7.5% |
| Participant deferral / active EE | $5,428 | $5,564-2.4% | $5,116+6.1% | $6,507-16.6% |
| Admin fee / account holder | $182 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |