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 6-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 | $37,249 | $110,809-66.4% | $86,874-57.1% | $167,490-77.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 71.6%-11.6pp | 82.1%-22.1pp |
| Annual return | 9582.38% | 116.98%+9465.4pp | 63.52%+9518.9pp | 478.56%+9103.8pp |
| Employer contribution / active EE | $939 | $3,244-71.1% | $2,495-62.4% | $4,837-80.6% |
| Participant deferral / active EE | $1,065 | $4,546-76.6% | $3,699-71.2% | $6,341-83.2% |
| Admin fee / account holder | $145 | $8,415-98.3% | $5,828-97.5% | $12,309-98.8% |