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 4-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 | $14,319 | $27,915-48.7% | $58,482-75.5% | $75,163-80.9% |
| Participation rate | 20.5% | 38.8%-18.3pp | 50.9%-30.3pp | 67.2%-46.7pp |
| Annual return | 83.85% | 44.20%+39.6pp | 4239.32%-4155.5pp | 160.62%-76.8pp |
| Employer contribution / active EE | $455 | $669-32.0% | $1,053-56.8% | $2,670-83.0% |
| Participant deferral / active EE | $1,872 | $1,201+55.9% | $1,924-2.7% | $4,125-54.6% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |