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 6-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 | $33,075 | $111,724-70.4% | $93,606-64.7% | $145,922-77.3% |
| Participation rate | 47.1% | 74.2%-27.1pp | 68.7%-21.7pp | 80.3%-33.2pp |
| Annual return | 115.92% | 202.98%-87.1pp | 133.20%-17.3pp | 561.29%-445.4pp |
| Employer contribution / active EE | $1,190 | $3,090-61.5% | $2,420-50.8% | $4,660-74.5% |
| Participant deferral / active EE | $1,671 | $4,912-66.0% | $4,411-62.1% | $6,688-75.0% |
| Admin fee / account holder | $193 | $10,250-98.1% | $8,285-97.7% | $13,397-98.6% |