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 5-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 | $2,046 | $30,400-93.3% | $53,898-96.2% | $84,808-97.6% |
| Participation rate | 47.8% | 46.4%+1.4pp | 55.0%-7.1pp | 68.3%-20.5pp |
| Annual return | 19.60% | 500.19%-480.6pp | 528.60%-509.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $442 | $1,199-63.1% | $1,826-75.8% | $4,212-89.5% |
| Admin fee / account holder | $18 | $1,993-99.1% | $2,491-99.3% | $7,344-99.8% |