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 | $2,688 | $22,587-88.1% | $65,255-95.9% | $75,163-96.4% |
| Participation rate | 67.3% | 63.1%+4.2pp | 65.0%+2.3pp | 67.2%+0.1pp |
| Annual return | 110.04% | 71.03%+39.0pp | 47.35%+62.7pp | 160.62%-50.6pp |
| Employer contribution / active EE | $750 | $941-20.3% | $1,691-55.7% | $2,670-71.9% |
| Participant deferral / active EE | $1,427 | $1,695-15.8% | $2,831-49.6% | $4,125-65.4% |
| Admin fee / account holder | $44 | $1,876-97.7% | $4,112-98.9% | $5,651-99.2% |