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 | $39,196 | $101,618-61.4% | $93,063-57.9% | $137,256-71.4% |
| Participation rate | 58.8% | 74.9%-16.1pp | 72.1%-13.3pp | 80.0%-21.1pp |
| Annual return | 51.38% | 223.95%-172.6pp | 34.15%+17.2pp | 220.34%-169.0pp |
| Employer contribution / active EE | $258 | $2,707-90.5% | $2,476-89.6% | $4,156-93.8% |
| Participant deferral / active EE | $3,702 | $4,279-13.5% | $3,958-6.5% | $6,407-42.2% |
| Admin fee / account holder | $155 | $6,198-97.5% | $6,033-97.4% | $12,270-98.7% |