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 | $6,310 | $76,738-91.8% | $56,411-88.8% | $145,922-95.7% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.6pp | 80.3%-59.4pp |
| Annual return | 21.16% | 2994.23%-2973.1pp | 1701.33%-1680.2pp | 561.29%-540.1pp |
| Employer contribution / active EE | $297 | $1,380-78.5% | $1,039-71.4% | $4,660-93.6% |
| Participant deferral / active EE | $564 | $2,623-78.5% | $1,952-71.1% | $6,688-91.6% |
| Admin fee / account holder | $115 | $3,334-96.6% | $2,829-95.9% | $13,397-99.1% |