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 | $12,957 | $29,051-55.4% | $52,425-75.3% | $67,986-80.9% |
| Participation rate | 14.3% | 30.4%-16.1pp | 55.6%-41.3pp | 57.2%-42.9pp |
| Annual return | 22.01% | 24.00%-2.0pp | 302.12%-280.1pp | 31.67%-9.7pp |
| Employer contribution / active EE | $212 | $412-48.6% | $914-76.8% | $2,019-89.5% |
| Participant deferral / active EE | $326 | $873-62.7% | $1,790-81.8% | $3,358-90.3% |
| Admin fee / account holder | $33 | $2,113-98.4% | $2,495-98.7% | $3,203-99.0% |