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 | $11,701 | $29,319-60.1% | $52,425-77.7% | $82,448-85.8% |
| Participation rate | 59.6% | 46.9%+12.8pp | 55.6%+4.0pp | 68.1%-8.5pp |
| Annual return | 23.39% | 535.20%-511.8pp | 302.12%-278.7pp | 41.64%-18.2pp |
| Employer contribution / active EE | $514 | $586-12.4% | $914-43.8% | $2,551-79.9% |
| Participant deferral / active EE | $1,624 | $1,171+38.7% | $1,790-9.3% | $4,139-60.8% |
| Admin fee / account holder | $37 | $1,962-98.1% | $2,495-98.5% | $7,234-99.5% |