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 | $1,362 | $67,823-98.0% | $52,425-97.4% | $137,256-99.0% |
| Participation rate | 43.8% | 63.9%-20.2pp | 55.6%-11.9pp | 80.0%-36.2pp |
| Annual return | 17.08% | 219.11%-202.0pp | 302.12%-285.0pp | 220.34%-203.3pp |
| Employer contribution / active EE | $174 | $1,163-85.1% | $914-81.0% | $4,156-95.8% |
| Participant deferral / active EE | $267 | $2,288-88.3% | $1,790-85.1% | $6,407-95.8% |
| Admin fee / account holder | $100 | $2,844-96.5% | $2,495-96.0% | $12,270-99.2% |