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 5-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 | $7,964 | $74,888-89.4% | $71,209-88.8% | $142,382-94.4% |
| Participation rate | 47.8% | 76.2%-28.4pp | 73.8%-25.9pp | 80.1%-32.3pp |
| Annual return | 64.45% | 345.14%-280.7pp | 282.51%-218.1pp | 217.08%-152.6pp |
| Employer contribution / active EE | $1,732 | $2,854-39.3% | $2,721-36.3% | $4,299-59.7% |
| Participant deferral / active EE | $1,772 | $4,454-60.2% | $4,175-57.6% | $6,507-72.8% |
| Admin fee / account holder | $113 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |