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 | $21,222 | $29,319-27.6% | $52,425-59.5% | $82,448-74.3% |
| Participation rate | 11.7% | 46.9%-35.2pp | 55.6%-43.9pp | 68.1%-56.4pp |
| Annual return | 23.33% | 535.20%-511.9pp | 302.12%-278.8pp | 41.64%-18.3pp |
| Employer contribution / active EE | $311 | $586-46.9% | $914-66.0% | $2,551-87.8% |
| Participant deferral / active EE | $554 | $1,171-52.7% | $1,790-69.1% | $4,139-86.6% |
| Admin fee / account holder | $54 | $1,962-97.3% | $2,495-97.8% | $7,234-99.3% |