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 | $16,366 | $100,773-83.8% | $88,946-81.6% | $142,382-88.5% |
| Participation rate | 64.7% | 74.3%-9.6pp | 68.8%-4.1pp | 80.1%-15.4pp |
| Annual return | 26.06% | 70.18%-44.1pp | 57.82%-31.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,271 | $2,918-56.4% | $2,555-50.3% | $4,299-70.4% |
| Participant deferral / active EE | $2,964 | $5,230-43.3% | $4,581-35.3% | $6,507-54.4% |
| Admin fee / account holder | $180 | $9,693-98.1% | $8,261-97.8% | $12,624-98.6% |