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 | $100,060 | $176,056-43.2% | $159,436-37.2% | $167,490-40.3% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 18.36% | 331.75%-313.4pp | 263.57%-245.2pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,800 | $5,297-66.0% | $4,829-62.7% | $4,837-62.8% |
| Participant deferral / active EE | $7,027 | $7,750-9.3% | $7,352-4.4% | $6,341+10.8% |
| Admin fee / account holder | $30 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |