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 | $30,408 | $138,044-78.0% | $125,339-75.7% | $134,475-77.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 5.40% | 750.33%-744.9pp | 572.05%-566.7pp | 417.96%-412.6pp |
| Employer contribution / active EE | $4,902 | $5,243-6.5% | $4,814+1.8% | $4,740+3.4% |
| Participant deferral / active EE | $5,287 | $7,799-32.2% | $7,446-29.0% | $6,400-17.4% |
| Admin fee / account holder | $98 | $11,571-99.2% | $10,010-99.0% | $11,426-99.1% |