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 8-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 | $46,440 | $149,333-68.9% | $106,387-56.3% | $135,375-65.7% |
| Participation rate | 33.3% | 81.5%-48.1pp | 77.5%-44.1pp | 82.6%-49.3pp |
| Annual return | 0.00% | 0.52%-0.5pp | 0.25%-0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,667 | $4,984-26.4% | $3,520+4.2% | $4,779-23.3% |
| Participant deferral / active EE | $8,167 | $7,230+13.0% | $5,421+50.6% | $5,609+45.6% |
| Admin fee / account holder | $149 | $15,952-99.1% | $7,510-98.0% | $10,827-98.6% |