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 | $2,518 | $30,400-91.7% | $53,898-95.3% | $84,808-97.0% |
| Participation rate | 15.1% | 46.4%-31.4pp | 55.0%-39.9pp | 68.3%-53.2pp |
| Annual return | 20.08% | 500.19%-480.1pp | 528.60%-508.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |