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 8-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 | $62,312 | $70,756-11.9% | $65,493-4.9% | $142,382-56.2% |
| Participation rate | 27.3% | 77.4%-50.1pp | 73.1%-45.8pp | 80.1%-52.8pp |
| Annual return | 12.80% | 1754.89%-1742.1pp | 982.45%-969.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $302 | $2,881-89.5% | $2,574-88.3% | $4,299-93.0% |
| Participant deferral / active EE | $1,726 | $4,637-62.8% | $3,961-56.4% | $6,507-73.5% |
| Admin fee / account holder | $119 | $6,559-98.2% | $5,028-97.6% | $12,624-99.1% |