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 | $27,164 | $150,187-81.9% | $120,354-77.4% | $145,922-81.4% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 14.95% | 154.07%-139.1pp | 107.15%-92.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,639 | $4,348-62.3% | $3,463-52.7% | $4,660-64.8% |
| Participant deferral / active EE | $5,605 | $6,173-9.2% | $4,991+12.3% | $6,688-16.2% |
| Admin fee / account holder | $180 | $12,207-98.5% | $9,423-98.1% | $13,397-98.7% |