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 | $20,442 | $159,602-87.2% | $150,045-86.4% | $142,382-85.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 28.49% | 70.24%-41.7pp | 62.55%-34.1pp | 217.08%-188.6pp |
| Employer contribution / active EE | $3,107 | $4,961-37.4% | $4,693-33.8% | $4,299-27.7% |
| Participant deferral / active EE | $4,025 | $8,310-51.6% | $7,997-49.7% | $6,507-38.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |