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 | $39,736 | $100,773-60.6% | $88,946-55.3% | $142,382-72.1% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 25.32% | 70.18%-44.9pp | 57.82%-32.5pp | 217.08%-191.8pp |
| Employer contribution / active EE | $657 | $2,918-77.5% | $2,555-74.3% | $4,299-84.7% |
| Participant deferral / active EE | $1,607 | $5,230-69.3% | $4,581-64.9% | $6,507-75.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |