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 | $17,339 | $115,770-85.0% | $101,248-82.9% | $158,922-89.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 34.42% | 56.14%-21.7pp | 46.47%-12.1pp | 302.83%-268.4pp |
| Employer contribution / active EE | $1,427 | $4,175-65.8% | $3,660-61.0% | $4,761-70.0% |
| Participant deferral / active EE | $3,532 | $4,957-28.7% | $4,370-19.2% | $5,982-41.0% |
| Admin fee / account holder | $49 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |