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 4-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 | $3,669 | $30,400-87.9% | $53,898-93.2% | $84,808-95.7% |
| Participation rate | 41.3% | 46.4%-5.1pp | 55.0%-13.6pp | 68.3%-27.0pp |
| Annual return | 29.75% | 500.19%-470.4pp | 528.60%-498.9pp | 40.90%-11.2pp |
| Employer contribution / active EE | $334 | $603-44.6% | $932-64.2% | $2,631-87.3% |
| Participant deferral / active EE | $542 | $1,199-54.7% | $1,826-70.3% | $4,212-87.1% |
| Admin fee / account holder | $266 | $1,993-86.7% | $2,491-89.3% | $7,344-96.4% |