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 | $13,420 | $72,400-81.5% | $67,502-80.1% | $145,922-90.8% |
| Participation rate | 64.7% | 76.9%-12.1pp | 72.9%-8.2pp | 80.3%-15.6pp |
| Annual return | 12.22% | 7182.46%-7170.2pp | 3512.12%-3499.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,300 | $4,783-31.0% | $4,000-17.5% | $6,688-50.7% |
| Admin fee / account holder | $109 | $5,539-98.0% | $3,998-97.3% | $13,397-99.2% |