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 | $35,070 | $175,202-80.0% | $149,673-76.6% | $139,434-74.8% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 24.28% | 166.71%-142.4pp | 134.42%-110.1pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,583 | $5,474-71.1% | $4,818-67.1% | $4,751-66.7% |
| Participant deferral / active EE | $4,748 | $6,519-27.2% | $5,680-16.4% | $6,710-29.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |