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 | $16,562 | $70,756-76.6% | $65,493-74.7% | $142,382-88.4% |
| Participation rate | 45.8% | 77.4%-31.5pp | 73.1%-27.3pp | 80.1%-34.3pp |
| Annual return | 13.29% | 1754.89%-1741.6pp | 982.45%-969.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $614 | $2,881-78.7% | $2,574-76.2% | $4,299-85.7% |
| Participant deferral / active EE | $1,440 | $4,637-69.0% | $3,961-63.6% | $6,507-77.9% |
| Admin fee / account holder | $107 | $6,559-98.4% | $5,028-97.9% | $12,624-99.2% |