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 8-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 | $17,069 | $107,334-84.1% | $92,893-81.6% | $152,861-88.8% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 59.73% | 145.58%-85.9pp | 109.41%-49.7pp | 345.32%-285.6pp |
| Employer contribution / active EE | $1,671 | $4,221-60.4% | $3,653-54.3% | $4,762-64.9% |
| Participant deferral / active EE | $2,901 | $4,845-40.1% | $4,236-31.5% | $5,850-50.4% |
| Admin fee / account holder | $19 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |