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 | $19,216 | $202,432-90.5% | $169,368-88.7% | $139,434-86.2% |
| Participation rate | 41.7% | 81.1%-39.4pp | 77.1%-35.5pp | 80.3%-38.7pp |
| Annual return | 147.25% | 531.74%-384.5pp | 405.60%-258.4pp | 372.94%-225.7pp |
| Employer contribution / active EE | $582 | $4,692-87.6% | $4,013-85.5% | $4,751-87.8% |
| Participant deferral / active EE | $3,121 | $6,938-55.0% | $6,221-49.8% | $6,710-53.5% |
| Admin fee / account holder | $94 | $10,708-99.1% | $9,003-99.0% | $11,403-99.2% |