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 | $15,383 | $156,846-90.2% | $121,098-87.3% | $139,434-89.0% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 16.66% | 1474.56%-1457.9pp | 985.75%-969.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $775 | $5,536-86.0% | $4,164-81.4% | $4,751-83.7% |
| Participant deferral / active EE | $886 | $4,844-81.7% | $4,080-78.3% | $6,710-86.8% |
| Admin fee / account holder | $266 | $6,946-96.2% | $5,644-95.3% | $11,403-97.7% |