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 6-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 | $60,012 | $123,982-51.6% | $69,701-13.9% | $145,959-58.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 14.99% | 191.01%-176.0pp | 100.32%-85.3pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,573 | $2,681-4.0% | $1,713+50.2% | $4,661-44.8% |
| Participant deferral / active EE | $2,573 | $4,236-39.3% | $2,887-10.9% | $6,689-61.5% |
| Admin fee / account holder | $240 | $7,867-96.9% | $4,717-94.9% | $13,398-98.2% |