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 3-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 | $58,623 | $76,785-23.7% | $56,441+3.9% | $145,959-59.8% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | 18.04% | 3000.51%-2982.5pp | 1704.21%-1686.2pp | 561.95%-543.9pp |
| Employer contribution / active EE | $685 | $1,381-50.4% | $1,039-34.0% | $4,661-85.3% |
| Participant deferral / active EE | $3,378 | $2,624+28.7% | $1,953+73.0% | $6,689-49.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |