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 | $90,608 | $214,378-57.7% | $200,582-54.8% | $142,382-36.4% |
| Participation rate | 55.6% | 87.4%-31.9pp | 86.9%-31.3pp | 80.1%-24.6pp |
| Annual return | 15.32% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $5,000 | $6,841-26.9% | $6,419-22.1% | $4,299+16.3% |
| Participant deferral / active EE | $14,904 | $9,865+51.1% | $9,331+59.7% | $6,507+129.0% |
| Admin fee / account holder | $259 | $17,692-98.5% | $16,305-98.4% | $12,624-98.0% |