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 | $29,809 | $106,515-72.0% | $96,683-69.2% | $139,434-78.6% |
| Participation rate | 47.1% | 77.8%-30.8pp | 74.3%-27.3pp | 80.3%-33.3pp |
| Annual return | 20.53% | 38.43%-17.9pp | 35.69%-15.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,135 | $4,103-48.0% | $3,737-42.9% | $4,751-55.1% |
| Participant deferral / active EE | $4,546 | $5,454-16.6% | $4,878-6.8% | $6,710-32.3% |
| Admin fee / account holder | $179 | $7,877-97.7% | $6,730-97.3% | $11,403-98.4% |