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 | $34,404 | $72,071-52.3% | $68,368-49.7% | $137,256-74.9% |
| Participation rate | 23.1% | 76.2%-53.2pp | 73.8%-50.7pp | 80.0%-56.9pp |
| Annual return | 24.91% | 353.14%-328.2pp | 292.57%-267.7pp | 220.34%-195.4pp |
| Employer contribution / active EE | $737 | $2,788-73.5% | $2,649-72.2% | $4,156-82.3% |
| Participant deferral / active EE | $804 | $4,410-81.8% | $4,123-80.5% | $6,407-87.5% |
| Admin fee / account holder | $108 | $5,336-98.0% | $5,150-97.9% | $12,270-99.1% |