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 | $44,153 | $111,814-60.5% | $103,374-57.3% | $145,959-69.7% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 31.60% | 24.77%+6.8pp | 24.89%+6.7pp | 561.95%-530.3pp |
| Employer contribution / active EE | $1,191 | $4,214-71.7% | $3,869-69.2% | $4,661-74.4% |
| Participant deferral / active EE | $1,853 | $5,618-67.0% | $5,058-63.4% | $6,689-72.3% |
| Admin fee / account holder | $188 | $9,754-98.1% | $8,394-97.8% | $13,398-98.6% |