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 | $42,977 | $159,602-73.1% | $150,045-71.4% | $142,382-69.8% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 23.19% | 70.24%-47.0pp | 62.55%-39.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,693 | $4,961-65.9% | $4,693-63.9% | $4,299-60.6% |
| Participant deferral / active EE | $9,940 | $8,310+19.6% | $7,997+24.3% | $6,507+52.7% |
| Admin fee / account holder | $122 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |