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 10-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 | $41,892 | $109,327-61.7% | $89,391-53.1% | $158,922-73.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 30.02% | 345.68%-315.7pp | 245.62%-215.6pp | 302.83%-272.8pp |
| Employer contribution / active EE | $1,385 | $3,170-56.3% | $2,586-46.4% | $4,761-70.9% |
| Participant deferral / active EE | $1,938 | $4,598-57.8% | $3,890-50.2% | $5,982-67.6% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |