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 7-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 | $29,048 | $70,669-58.9% | $169,368-82.8% | $75,163-61.4% |
| Participation rate | 48.0% | 64.8%-16.8pp | 77.1%-29.1pp | 67.2%-19.2pp |
| Annual return | 22.16% | 36.36%-14.2pp | 405.60%-383.4pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,027 | $2,211-53.5% | $4,013-74.4% | $2,670-61.5% |
| Participant deferral / active EE | $2,819 | $4,311-34.6% | $6,221-54.7% | $4,125-31.7% |
| Admin fee / account holder | $123 | $5,402-97.7% | $9,003-98.6% | $5,651-97.8% |