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 | $42,665 | $177,572-76.0% | $154,803-72.4% | $142,382-70.0% |
| Participation rate | 45.0% | 82.1%-37.1pp | 78.1%-33.1pp | 80.1%-35.1pp |
| Annual return | 22.53% | 65.07%-42.5pp | 58.88%-36.4pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,955 | $4,810-59.4% | $4,305-54.6% | $4,299-54.5% |
| Participant deferral / active EE | $4,343 | $6,272-30.7% | $5,540-21.6% | $6,507-33.3% |
| Admin fee / account holder | $176 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |