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 | $2,750 | $29,660-90.7% | $56,411-95.1% | $80,856-96.6% |
| Participation rate | 57.1% | 41.6%+15.5pp | 52.5%+4.7pp | 67.6%-10.5pp |
| Annual return | 14.42% | 35.23%-20.8pp | 1701.33%-1686.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $185 | $669-72.3% | $1,039-82.1% | $2,755-93.3% |
| Participant deferral / active EE | $801 | $1,226-34.7% | $1,952-59.0% | $4,296-81.4% |
| Admin fee / account holder | $81 | $2,428-96.7% | $2,829-97.1% | $6,918-98.8% |