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 | $37,715 | $158,398-76.2% | $126,539-70.2% | $142,382-73.5% |
| Participation rate | 41.7% | 75.8%-34.1pp | 69.8%-28.2pp | 80.1%-38.5pp |
| Annual return | 20.65% | 593.76%-573.1pp | 425.95%-405.3pp | 217.08%-196.4pp |
| Employer contribution / active EE | $758 | $4,650-83.7% | $3,674-79.4% | $4,299-82.4% |
| Participant deferral / active EE | $2,845 | $4,767-40.3% | $4,083-30.3% | $6,507-56.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |