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 | $29,241 | $154,117-81.0% | $129,995-77.5% | $139,434-79.0% |
| Participation rate | 53.3% | 82.0%-28.6pp | 78.5%-25.2pp | 80.3%-27.0pp |
| Annual return | 20.09% | 32.48%-12.4pp | -137.18%+157.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,899 | $5,289-64.1% | $4,320-56.0% | $4,751-60.0% |
| Participant deferral / active EE | $4,193 | $6,710-37.5% | $5,820-28.0% | $6,710-37.5% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |