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 | $75,300 | $103,376-27.2% | $87,100-13.5% | $152,861-50.7% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 26.88% | 28.10%-1.2pp | 28.19%-1.3pp | 345.32%-318.4pp |
| Employer contribution / active EE | $3,970 | $3,220+23.3% | $2,521+57.5% | $4,762-16.6% |
| Participant deferral / active EE | $9,020 | $4,778+88.8% | $4,049+122.8% | $5,850+54.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |