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 | $23,608 | $81,625-71.1% | $58,482-59.6% | $139,434-83.1% |
| Participation rate | 43.8% | 61.3%-17.6pp | 50.9%-7.1pp | 80.3%-36.6pp |
| Annual return | 22.04% | 7404.20%-7382.2pp | 4239.32%-4217.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $567 | $1,398-59.5% | $1,053-46.2% | $4,751-88.1% |
| Participant deferral / active EE | $1,873 | $2,557-26.7% | $1,924-2.6% | $6,710-72.1% |
| Admin fee / account holder | $164 | $3,265-95.0% | $2,516-93.5% | $11,403-98.6% |