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 7-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 | $21,003 | $57,281-63.3% | $86,612-75.8% | $75,163-72.1% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 17.88% | 2670.75%-2652.9pp | 591.07%-573.2pp | 160.62%-142.7pp |
| Employer contribution / active EE | $895 | $2,314-61.3% | $3,022-70.4% | $2,670-66.5% |
| Participant deferral / active EE | $1,629 | $3,318-50.9% | $4,438-63.3% | $4,125-60.5% |
| Admin fee / account holder | $84 | $4,112-98.0% | $5,614-98.5% | $5,651-98.5% |