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 | $16,460 | $53,516-69.2% | $126,539-87.0% | $84,808-80.6% |
| Participation rate | 36.4% | 58.2%-21.9pp | 69.8%-33.5pp | 68.3%-31.9pp |
| Annual return | 23.84% | 58.34%-34.5pp | 425.95%-402.1pp | 40.90%-17.1pp |
| Employer contribution / active EE | $463 | $1,535-69.9% | $3,674-87.4% | $2,631-82.4% |
| Participant deferral / active EE | $1,967 | $2,671-26.4% | $4,083-51.8% | $4,212-53.3% |
| Admin fee / account holder | $0 | $4,497-100.0% | $6,065-100.0% | $7,344-100.0% |