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 8-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 | $22,542 | $65,365-65.5% | $92,893-75.7% | $72,985-69.1% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 87.69% | 42.10%+45.6pp | 109.41%-21.7pp | 81.00%+6.7pp |
| Employer contribution / active EE | $1,401 | $2,594-46.0% | $3,653-61.7% | $2,440-42.6% |
| Participant deferral / active EE | $2,544 | $3,128-18.7% | $4,236-39.9% | $3,607-29.5% |
| Admin fee / account holder | $18 | $4,251-99.6% | $5,794-99.7% | $5,124-99.7% |