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 | $27,544 | $85,022-67.6% | $70,515-60.9% | $139,434-80.2% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 14.61% | 30.38%-15.8pp | 32.77%-18.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $974 | $3,909-75.1% | $2,973-67.2% | $4,751-79.5% |
| Participant deferral / active EE | $3,295 | $5,890-44.1% | $4,567-27.9% | $6,710-50.9% |
| Admin fee / account holder | $117 | $8,906-98.7% | $6,412-98.2% | $11,403-99.0% |