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 4-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 | $37,293 | $111,724-66.6% | $93,606-60.2% | $145,922-74.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 17.92% | 202.98%-185.1pp | 133.20%-115.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $857 | $3,090-72.3% | $2,420-64.6% | $4,660-81.6% |
| Participant deferral / active EE | $5,475 | $4,912+11.5% | $4,411+24.1% | $6,688-18.1% |
| Admin fee / account holder | $232 | $10,250-97.7% | $8,285-97.2% | $13,397-98.3% |