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 | $3,953 | $74,888-94.7% | $71,209-94.4% | $142,382-97.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,517 | $2,854-46.9% | $2,721-44.3% | $4,299-64.7% |
| Participant deferral / active EE | $2,256 | $4,454-49.4% | $4,175-46.0% | $6,507-65.3% |
| Admin fee / account holder | $98 | $5,568-98.2% | $5,349-98.2% | $12,624-99.2% |