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 | $45,861 | $172,111-73.4% | $150,298-69.5% | $137,256-66.6% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 24.59% | 69.37%-44.8pp | 62.79%-38.2pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,376 | $4,636-48.8% | $4,154-42.8% | $4,156-42.8% |
| Participant deferral / active EE | $5,168 | $6,166-16.2% | $5,453-5.2% | $6,407-19.3% |
| Admin fee / account holder | $163 | $16,471-99.0% | $14,116-98.8% | $12,270-98.7% |