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 3-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 | $1,524 | $22,587-93.3% | $65,255-97.7% | $75,163-98.0% |
| Participation rate | 61.9% | 63.1%-1.2pp | 65.0%-3.1pp | 67.2%-5.3pp |
| Annual return | 127.20% | 71.03%+56.2pp | 47.35%+79.8pp | 160.62%-33.4pp |
| Employer contribution / active EE | $556 | $941-40.9% | $1,691-67.1% | $2,670-79.2% |
| Participant deferral / active EE | $1,023 | $1,695-39.7% | $2,831-63.9% | $4,125-75.2% |
| Admin fee / account holder | $24 | $1,876-98.7% | $4,112-99.4% | $5,651-99.6% |