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 | $27,352 | $126,574-78.4% | $106,213-74.2% | $145,922-81.3% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 17.54% | 224.79%-207.2pp | 116.14%-98.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,556 | $3,730-31.5% | $3,171-19.4% | $4,660-45.1% |
| Participant deferral / active EE | $3,865 | $5,724-32.5% | $5,016-22.9% | $6,688-42.2% |
| Admin fee / account holder | $139 | $17,304-99.2% | $11,033-98.7% | $13,397-99.0% |