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 | $13,245 | $106,515-87.6% | $96,683-86.3% | $139,434-90.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 27.12% | 38.43%-11.3pp | 35.69%-8.6pp | 372.94%-345.8pp |
| Employer contribution / active EE | $1,657 | $4,103-59.6% | $3,737-55.7% | $4,751-65.1% |
| Participant deferral / active EE | $3,666 | $5,454-32.8% | $4,878-24.8% | $6,710-45.4% |
| Admin fee / account holder | $34 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |