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 | $56,882 | $88,751-35.9% | $81,812-30.5% | $145,922-61.0% |
| Participation rate | 23.1% | 75.0%-52.0pp | 72.3%-49.3pp | 80.3%-57.2pp |
| Annual return | 19.07% | 1025.40%-1006.3pp | 773.79%-754.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $692 | $3,083-77.6% | $2,912-76.2% | $4,660-85.1% |
| Participant deferral / active EE | $4,892 | $4,643+5.4% | $4,319+13.3% | $6,688-26.8% |
| Admin fee / account holder | $83 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |