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 | $18,192 | $76,785-76.3% | $56,441-67.8% | $145,959-87.5% |
| Participation rate | 57.9% | 63.2%-5.4pp | 52.5%+5.4pp | 80.3%-22.4pp |
| Annual return | 18.62% | 3000.51%-2981.9pp | 1704.21%-1685.6pp | 561.95%-543.3pp |
| Employer contribution / active EE | $772 | $1,381-44.1% | $1,039-25.7% | $4,661-83.4% |
| Participant deferral / active EE | $1,992 | $2,624-24.1% | $1,953+2.0% | $6,689-70.2% |
| Admin fee / account holder | $57 | $3,334-98.3% | $2,829-98.0% | $13,398-99.6% |