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 | $55,595 | $76,738-27.6% | $56,411-1.4% | $145,922-61.9% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 17.29% | 2994.23%-2976.9pp | 1701.33%-1684.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $222 | $1,380-83.9% | $1,039-78.6% | $4,660-95.2% |
| Participant deferral / active EE | $2,556 | $2,623-2.6% | $1,952+30.9% | $6,688-61.8% |
| Admin fee / account holder | $181 | $3,334-94.6% | $2,829-93.6% | $13,397-98.6% |