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 7-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 | $15,532 | $27,915-44.4% | $58,482-73.4% | $75,163-79.3% |
| Participation rate | 15.2% | 38.8%-23.6pp | 50.9%-35.7pp | 67.2%-52.0pp |
| Annual return | 34.13% | 44.20%-10.1pp | 4239.32%-4205.2pp | 160.62%-126.5pp |
| Employer contribution / active EE | $261 | $669-61.0% | $1,053-75.2% | $2,670-90.2% |
| Participant deferral / active EE | $1,240 | $1,201+3.2% | $1,924-35.6% | $4,125-69.9% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |