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 3-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 | $13,057 | $49,922-73.8% | $80,569-83.8% | $75,163-82.6% |
| Participation rate | 25.0% | 55.3%-30.3pp | 67.0%-42.0pp | 67.2%-42.2pp |
| Annual return | 20.44% | 34.69%-14.3pp | 935.43%-915.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $696 | $1,698-59.0% | $2,723-74.4% | $2,670-73.9% |
| Participant deferral / active EE | $1,783 | $2,990-40.4% | $4,447-59.9% | $4,125-56.8% |
| Admin fee / account holder | $204 | $3,577-94.3% | $5,377-96.2% | $5,651-96.4% |