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 | $19,234 | $106,515-81.9% | $96,683-80.1% | $139,434-86.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 27.60% | 38.43%-10.8pp | 35.69%-8.1pp | 372.94%-345.3pp |
| Employer contribution / active EE | $1,280 | $4,103-68.8% | $3,737-65.7% | $4,751-73.1% |
| Participant deferral / active EE | $2,702 | $5,454-50.5% | $4,878-44.6% | $6,710-59.7% |
| Admin fee / account holder | $58 | $7,877-99.3% | $6,730-99.1% | $11,403-99.5% |