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 | $44,555 | $177,572-74.9% | $154,803-71.2% | $142,382-68.7% |
| Participation rate | 31.3% | 82.1%-50.8pp | 78.1%-46.8pp | 80.1%-48.9pp |
| Annual return | 22.80% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,165 | $4,810-75.8% | $4,305-72.9% | $4,299-72.9% |
| Participant deferral / active EE | $3,920 | $6,272-37.5% | $5,540-29.3% | $6,507-39.8% |
| Admin fee / account holder | $107 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |