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 | $51,481 | $179,726-71.4% | $156,263-67.1% | $142,382-63.8% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.9%-38.9pp | 80.1%-40.1pp |
| Annual return | 23.11% | 77.86%-54.7pp | 59.47%-36.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,232 | $5,069-75.7% | $4,333-71.6% | $4,299-71.3% |
| Participant deferral / active EE | $2,913 | $6,956-58.1% | $6,158-52.7% | $6,507-55.2% |
| Admin fee / account holder | $257 | $17,272-98.5% | $14,255-98.2% | $12,624-98.0% |