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 | $2,262 | $67,823-96.7% | $52,425-95.7% | $137,256-98.4% |
| Participation rate | 61.9% | 63.9%-2.0pp | 55.6%+6.3pp | 80.0%-18.1pp |
| Annual return | 37.37% | 219.11%-181.7pp | 302.12%-264.7pp | 220.34%-183.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,170 | $2,288-48.8% | $1,790-34.6% | $6,407-81.7% |
| Admin fee / account holder | $112 | $2,844-96.1% | $2,495-95.5% | $12,270-99.1% |