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 3-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 | $20,616 | $72,071-71.4% | $68,368-69.8% | $137,256-85.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 22.53% | 353.14%-330.6pp | 292.57%-270.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,220 | $2,788-56.3% | $2,649-54.0% | $4,156-70.7% |
| Participant deferral / active EE | $4,155 | $4,410-5.8% | $4,123+0.8% | $6,407-35.2% |
| Admin fee / account holder | $111 | $5,336-97.9% | $5,150-97.8% | $12,270-99.1% |