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 5-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 | $37,392 | $148,534-74.8% | $135,903-72.5% | $139,434-73.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 29.61% | 79.19%-49.6pp | 68.23%-38.6pp | 372.94%-343.3pp |
| Employer contribution / active EE | $3,400 | $5,243-35.2% | $4,856-30.0% | $4,751-28.4% |
| Participant deferral / active EE | $5,100 | $8,100-37.0% | $7,758-34.3% | $6,710-24.0% |
| Admin fee / account holder | $109 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |