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 | $32,620 | $76,738-57.5% | $56,411-42.2% | $145,922-77.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 22.88% | 2994.23%-2971.3pp | 1701.33%-1678.5pp | 561.29%-538.4pp |
| Employer contribution / active EE | $1,155 | $1,380-16.3% | $1,039+11.2% | $4,660-75.2% |
| Participant deferral / active EE | $8,332 | $2,623+217.7% | $1,952+326.9% | $6,688+24.6% |
| Admin fee / account holder | $271 | $3,334-91.9% | $2,829-90.4% | $13,397-98.0% |