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 6-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 | $6,354 | $39,019-83.7% | $80,716-92.1% | $85,850-92.6% |
| Participation rate | 30.8% | 41.5%-10.8pp | 54.2%-23.4pp | 69.3%-38.5pp |
| Annual return | 20.66% | 26.27%-5.6pp | 87.28%-66.6pp | 318.53%-297.9pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,065 | $1,326-19.7% | $2,146-50.4% | $3,952-73.1% |
| Admin fee / account holder | $19 | $2,431-99.2% | $3,380-99.5% | $6,260-99.7% |