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 | $23,944 | $70,606-66.1% | $53,898-55.6% | $142,382-83.2% |
| Participation rate | 34.8% | 63.7%-28.9pp | 55.0%-20.2pp | 80.1%-45.3pp |
| Annual return | 18.25% | 619.81%-601.6pp | 528.60%-510.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,266 | $1,202+5.3% | $932+35.8% | $4,299-70.6% |
| Participant deferral / active EE | $1,854 | $2,364-21.6% | $1,826+1.5% | $6,507-71.5% |
| Admin fee / account holder | $60 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |