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 | $22,438 | $67,823-66.9% | $52,425-57.2% | $137,256-83.7% |
| Participation rate | 28.6% | 63.9%-35.3pp | 55.6%-27.1pp | 80.0%-51.4pp |
| Annual return | 23.07% | 219.11%-196.0pp | 302.12%-279.0pp | 220.34%-197.3pp |
| Employer contribution / active EE | $660 | $1,163-43.2% | $914-27.8% | $4,156-84.1% |
| Participant deferral / active EE | $1,391 | $2,288-39.2% | $1,790-22.3% | $6,407-78.3% |
| Admin fee / account holder | $138 | $2,844-95.1% | $2,495-94.5% | $12,270-98.9% |