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 | $12,093 | $76,738-84.2% | $56,411-78.6% | $145,922-91.7% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 14.79% | 2994.23%-2979.4pp | 1701.33%-1686.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $397 | $1,380-71.2% | $1,039-61.8% | $4,660-91.5% |
| Participant deferral / active EE | $777 | $2,623-70.4% | $1,952-60.2% | $6,688-88.4% |
| Admin fee / account holder | $233 | $3,334-93.0% | $2,829-91.8% | $13,397-98.3% |