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 | $1,223 | $70,606-98.3% | $53,898-97.7% | $142,382-99.1% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 230.07% | 619.81%-389.7pp | 528.60%-298.5pp | 217.08%+13.0pp |
| Employer contribution / active EE | $157 | $1,202-86.9% | $932-83.1% | $4,299-96.3% |
| Participant deferral / active EE | $563 | $2,364-76.2% | $1,826-69.2% | $6,507-91.3% |
| Admin fee / account holder | $78 | $2,852-97.3% | $2,491-96.9% | $12,624-99.4% |