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 4-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 | $24,725 | $166,020-85.1% | $164,866-85.0% | $145,959-83.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 20.39% | 100.08%-79.7pp | 69.97%-49.6pp | 561.95%-541.6pp |
| Employer contribution / active EE | $4,268 | $5,275-19.1% | $4,343-1.7% | $4,661-8.4% |
| Participant deferral / active EE | $4,757 | $6,961-31.7% | $6,033-21.2% | $6,689-28.9% |
| Admin fee / account holder | $181 | $16,644-98.9% | $12,689-98.6% | $13,398-98.6% |