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 6-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 | $35,582 | $88,594-59.8% | $70,092-49.2% | $134,475-73.5% |
| Participation rate | 33.3% | 74.9%-41.6pp | 70.5%-37.1pp | 81.2%-47.9pp |
| Annual return | -18.18% | 442.67%-460.8pp | 190.73%-208.9pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,329 | $3,233-58.9% | $2,559-48.1% | $4,740-72.0% |
| Participant deferral / active EE | $2,349 | $4,772-50.8% | $3,849-39.0% | $6,400-63.3% |
| Admin fee / account holder | $63 | $10,441-99.4% | $6,267-99.0% | $11,426-99.5% |