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 | $3,931 | $54,705-92.8% | $71,209-94.5% | $84,808-95.4% |
| Participation rate | 52.9% | 64.1%-11.2pp | 73.8%-20.9pp | 68.3%-15.5pp |
| Annual return | 65.34% | 35.90%+29.4pp | 282.51%-217.2pp | 40.90%+24.4pp |
| Employer contribution / active EE | $464 | $2,158-78.5% | $2,721-83.0% | $2,631-82.4% |
| Participant deferral / active EE | $1,434 | $3,030-52.7% | $4,175-65.6% | $4,212-65.9% |
| Admin fee / account holder | $201 | $4,863-95.9% | $5,349-96.3% | $7,344-97.3% |