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 7-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 | $14,938 | $91,190-83.6% | $178,490-91.6% | $79,858-81.3% |
| Participation rate | 53.5% | 69.2%-15.7pp | 81.9%-28.4pp | 69.6%-16.1pp |
| Annual return | 1218.94% | 24.19%+1194.7pp | 151.07%+1067.9pp | 31.71%+1187.2pp |
| Employer contribution / active EE | $1,091 | $3,256-66.5% | $5,011-78.2% | $2,471-55.9% |
| Participant deferral / active EE | $1,530 | $3,236-52.7% | $5,202-70.6% | $3,740-59.1% |
| Admin fee / account holder | $175 | $6,751-97.4% | $13,984-98.7% | $5,306-96.7% |