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 | $10,336 | $30,400-66.0% | $53,898-80.8% | $84,808-87.8% |
| Participation rate | 39.5% | 46.4%-6.9pp | 55.0%-15.4pp | 68.3%-28.8pp |
| Annual return | 23.89% | 500.19%-476.3pp | 528.60%-504.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $296 | $603-50.8% | $932-68.2% | $2,631-88.7% |
| Participant deferral / active EE | $599 | $1,199-50.0% | $1,826-67.2% | $4,212-85.8% |
| Admin fee / account holder | $263 | $1,993-86.8% | $2,491-89.5% | $7,344-96.4% |