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 | $37,362 | $70,606-47.1% | $53,898-30.7% | $142,382-73.8% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 20.64% | 619.81%-599.2pp | 528.60%-508.0pp | 217.08%-196.4pp |
| Employer contribution / active EE | $532 | $1,202-55.8% | $932-42.9% | $4,299-87.6% |
| Participant deferral / active EE | $3,875 | $2,364+63.9% | $1,826+112.2% | $6,507-40.4% |
| Admin fee / account holder | $188 | $2,852-93.4% | $2,491-92.4% | $12,624-98.5% |