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 | $16,377 | $109,982-85.1% | $97,226-83.2% | $145,922-88.8% |
| Participation rate | 68.8% | 75.9%-7.2pp | 72.7%-3.9pp | 80.3%-11.5pp |
| Annual return | 44.21% | 242.90%-198.7pp | 75.13%-30.9pp | 561.29%-517.1pp |
| Employer contribution / active EE | $1,554 | $3,084-49.6% | $2,729-43.1% | $4,660-66.7% |
| Participant deferral / active EE | $3,374 | $4,676-27.8% | $4,264-20.9% | $6,688-49.6% |
| Admin fee / account holder | $79 | $6,221-98.7% | $5,654-98.6% | $13,397-99.4% |