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 6-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 | $5,397 | $30,400-82.2% | $53,898-90.0% | $84,808-93.6% |
| Participation rate | 67.6% | 46.4%+21.2pp | 55.0%+12.7pp | 68.3%-0.7pp |
| Annual return | 18.14% | 500.19%-482.0pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $220 | $603-63.4% | $932-76.3% | $2,631-91.6% |
| Participant deferral / active EE | $567 | $1,199-52.7% | $1,826-69.0% | $4,212-86.5% |
| Admin fee / account holder | $125 | $1,993-93.7% | $2,491-95.0% | $7,344-98.3% |