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 | $5,461 | $81,625-93.3% | $58,482-90.7% | $139,434-96.1% |
| Participation rate | 9.5% | 61.3%-51.8pp | 50.9%-41.3pp | 80.3%-70.8pp |
| Annual return | 31.51% | 7404.20%-7372.7pp | 4239.32%-4207.8pp | 372.94%-341.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $328 | $2,557-87.2% | $1,924-83.0% | $6,710-95.1% |
| Admin fee / account holder | $15 | $3,265-99.6% | $2,516-99.4% | $11,403-99.9% |