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 | $31,906 | $95,266-66.5% | $82,389-61.3% | $142,382-77.6% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.5%-44.5pp | 80.1%-55.1pp |
| Annual return | 21.49% | 25.74%-4.2pp | 28.67%-7.2pp | 217.08%-195.6pp |
| Employer contribution / active EE | $900 | $2,991-69.9% | $2,517-64.2% | $4,299-79.1% |
| Participant deferral / active EE | $1,735 | $4,809-63.9% | $4,155-58.2% | $6,507-73.3% |
| Admin fee / account holder | $175 | $8,563-98.0% | $7,231-97.6% | $12,624-98.6% |