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 7-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 | $23,567 | $165,335-85.7% | $149,696-84.3% | $158,922-85.2% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 69.83% | 348.15%-278.3pp | 276.60%-206.8pp | 302.83%-233.0pp |
| Employer contribution / active EE | $1,888 | $5,103-63.0% | $4,644-59.3% | $4,761-60.3% |
| Participant deferral / active EE | $4,433 | $7,181-38.3% | $6,842-35.2% | $5,982-25.9% |
| Admin fee / account holder | $225 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |