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 | $37,717 | $96,635-61.0% | $86,612-56.5% | $139,434-73.0% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 22.95% | 106.41%-83.5pp | 591.07%-568.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,298 | $3,263-60.2% | $3,022-57.0% | $4,751-72.7% |
| Participant deferral / active EE | $5,301 | $4,836+9.6% | $4,438+19.5% | $6,710-21.0% |
| Admin fee / account holder | $63 | $6,408-99.0% | $5,614-98.9% | $11,403-99.5% |