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 | $25,791 | $31,310-17.6% | $53,898-52.1% | $74,304-65.3% |
| Participation rate | 1.8% | 30.7%-28.9pp | 55.0%-53.2pp | 60.3%-58.6pp |
| Annual return | 34.05% | 23.16%+10.9pp | 528.60%-494.6pp | 29.43%+4.6pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $312 | $934-66.6% | $1,826-82.9% | $3,767-91.7% |
| Admin fee / account holder | $63 | $2,175-97.1% | $2,491-97.5% | $2,969-97.9% |