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 | $12,651 | $96,305-86.9% | $80,569-84.3% | $139,434-90.9% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 27.20% | 1350.08%-1322.9pp | 935.43%-908.2pp | 372.94%-345.7pp |
| Employer contribution / active EE | $953 | $3,262-70.8% | $2,723-65.0% | $4,751-79.9% |
| Participant deferral / active EE | $1,640 | $5,232-68.6% | $4,447-63.1% | $6,710-75.6% |
| Admin fee / account holder | $93 | $6,599-98.6% | $5,377-98.3% | $11,403-99.2% |