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 | $20,703 | $92,703-77.7% | $82,719-75.0% | $134,475-84.6% |
| Participation rate | 56.5% | 75.2%-18.7pp | 72.6%-16.0pp | 81.2%-24.7pp |
| Annual return | -18.50% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,626 | $3,274-50.3% | $3,009-46.0% | $4,740-65.7% |
| Participant deferral / active EE | $2,890 | $4,802-39.8% | $4,395-34.3% | $6,400-54.8% |
| Admin fee / account holder | $230 | $5,983-96.2% | $5,329-95.7% | $11,426-98.0% |