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 5-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 | $13,423 | $34,934-61.6% | $56,411-76.2% | $74,495-82.0% |
| Participation rate | 28.4% | 32.8%-4.4pp | 52.5%-24.0pp | 67.2%-38.8pp |
| Annual return | 14.56% | 25.94%-11.4pp | 1701.33%-1686.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $320 | $609-47.5% | $1,039-69.2% | $2,623-87.8% |
| Participant deferral / active EE | $815 | $1,170-30.4% | $1,952-58.3% | $4,346-81.2% |
| Admin fee / account holder | $19 | $2,364-99.2% | $2,829-99.3% | $1,942-99.0% |