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 | $36,669 | $100,773-63.6% | $88,946-58.8% | $142,382-74.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 24.63% | 70.18%-45.6pp | 57.82%-33.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,131 | $2,918-61.2% | $2,555-55.7% | $4,299-73.7% |
| Participant deferral / active EE | $2,398 | $5,230-54.1% | $4,581-47.7% | $6,507-63.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |