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 5-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 | $13,442 | $102,604-86.9% | $86,188-84.4% | $139,434-90.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 22.12% | 1922.51%-1900.4pp | 1168.45%-1146.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,067 | $3,032-64.8% | $2,380-55.2% | $4,751-77.5% |
| Participant deferral / active EE | $2,834 | $4,676-39.4% | $3,985-28.9% | $6,710-57.8% |
| Admin fee / account holder | $90 | $8,657-99.0% | $6,852-98.7% | $11,403-99.2% |