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 | $34,414 | $48,795-29.5% | $65,493-47.5% | $84,808-59.4% |
| Participation rate | 36.4% | 67.0%-30.6pp | 73.1%-36.7pp | 68.3%-31.9pp |
| Annual return | 17.67% | 20.20%-2.5pp | 982.45%-964.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $707 | $1,930-63.3% | $2,574-72.5% | $2,631-73.1% |
| Participant deferral / active EE | $1,940 | $2,928-33.8% | $3,961-51.0% | $4,212-53.9% |
| Admin fee / account holder | $253 | $3,877-93.5% | $5,028-95.0% | $7,344-96.6% |