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 4-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 | $18,630 | $148,534-87.5% | $135,903-86.3% | $139,434-86.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 35.61% | 79.19%-43.6pp | 68.23%-32.6pp | 372.94%-337.3pp |
| Employer contribution / active EE | $2,736 | $5,243-47.8% | $4,856-43.7% | $4,751-42.4% |
| Participant deferral / active EE | $6,478 | $8,100-20.0% | $7,758-16.5% | $6,710-3.5% |
| Admin fee / account holder | $10 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |