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 7-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 | $24,128 | $138,044-82.5% | $125,339-80.8% | $134,475-82.1% |
| Participation rate | 38.1% | 84.5%-46.4pp | 82.4%-44.3pp | 81.2%-43.1pp |
| Annual return | -20.55% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,021 | $5,243-80.5% | $4,814-78.8% | $4,740-78.5% |
| Participant deferral / active EE | $3,177 | $7,799-59.3% | $7,446-57.3% | $6,400-50.4% |
| Admin fee / account holder | $103 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |