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 | $62,225 | $202,432-69.3% | $169,368-63.3% | $139,434-55.4% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 0.00% | 531.74%-531.7pp | 405.60%-405.6pp | 372.94%-372.9pp |
| Employer contribution / active EE | $11,250 | $4,692+139.8% | $4,013+180.4% | $4,751+136.8% |
| Participant deferral / active EE | $16,400 | $6,938+136.4% | $6,221+163.6% | $6,710+144.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |