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 5-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 | $28,148 | $117,983-76.1% | $101,794-72.3% | $142,382-80.2% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.2%-10.4pp | 80.1%-21.3pp |
| Annual return | 21.07% | 36.92%-15.8pp | 30.53%-9.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,017 | $4,714+6.4% | $4,084+22.9% | $6,507-22.9% |
| Admin fee / account holder | $171 | $10,433-98.4% | $8,777-98.1% | $12,624-98.6% |