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 | $23,395 | $87,166-73.2% | $76,735-69.5% | $137,256-83.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 20.91% | 26.50%-5.6pp | 29.77%-8.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,510 | $2,904-48.0% | $2,454-38.5% | $4,156-63.7% |
| Participant deferral / active EE | $1,567 | $4,726-66.9% | $4,088-61.7% | $6,407-75.5% |
| Admin fee / account holder | $153 | $8,403-98.2% | $7,189-97.9% | $12,270-98.8% |