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 | $59,943 | $70,606-15.1% | $53,898+11.2% | $142,382-57.9% |
| Participation rate | 10.0% | 63.7%-53.7pp | 55.0%-45.0pp | 80.1%-70.1pp |
| Annual return | 22.94% | 619.81%-596.9pp | 528.60%-505.7pp | 217.08%-194.1pp |
| Employer contribution / active EE | $160 | $1,202-86.7% | $932-82.8% | $4,299-96.3% |
| Participant deferral / active EE | $1,002 | $2,364-57.6% | $1,826-45.1% | $6,507-84.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |