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 3-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 | $8,189 | $72,071-88.6% | $68,368-88.0% | $137,256-94.0% |
| Participation rate | 21.1% | 76.2%-55.2pp | 73.8%-52.7pp | 80.0%-58.9pp |
| Annual return | 51.26% | 353.14%-301.9pp | 292.57%-241.3pp | 220.34%-169.1pp |
| Employer contribution / active EE | $491 | $2,788-82.4% | $2,649-81.5% | $4,156-88.2% |
| Participant deferral / active EE | $630 | $4,410-85.7% | $4,123-84.7% | $6,407-90.2% |
| Admin fee / account holder | $91 | $5,336-98.3% | $5,150-98.2% | $12,270-99.3% |