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 8-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 | $46,066 | $112,096-58.9% | $95,952-52.0% | $158,922-71.0% |
| Participation rate | 25.0% | 79.0%-54.0pp | 77.1%-52.1pp | 82.0%-57.0pp |
| Annual return | 34.42% | 171.09%-136.7pp | 91.61%-57.2pp | 302.83%-268.4pp |
| Employer contribution / active EE | $1,081 | $3,198-66.2% | $2,541-57.5% | $4,761-77.3% |
| Participant deferral / active EE | $4,054 | $4,784-15.3% | $4,167-2.7% | $5,982-32.2% |
| Admin fee / account holder | $132 | $10,130-98.7% | $6,795-98.1% | $11,246-98.8% |