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 3-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 | $2,086 | $30,400-93.1% | $53,898-96.1% | $84,808-97.5% |
| Participation rate | 49.2% | 46.4%+2.8pp | 55.0%-5.8pp | 68.3%-19.1pp |
| Annual return | 23.35% | 500.19%-476.8pp | 528.60%-505.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $466 | $1,199-61.1% | $1,826-74.5% | $4,212-88.9% |
| Admin fee / account holder | $68 | $1,993-96.6% | $2,491-97.3% | $7,344-99.1% |