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 | $4,737 | $27,915-83.0% | $58,482-91.9% | $75,163-93.7% |
| Participation rate | 53.1% | 38.8%+14.3pp | 50.9%+2.3pp | 67.2%-14.1pp |
| Annual return | 44.57% | 44.20%+0.4pp | 4239.32%-4194.7pp | 160.62%-116.0pp |
| Employer contribution / active EE | $605 | $669-9.6% | $1,053-42.6% | $2,670-77.3% |
| Participant deferral / active EE | $1,107 | $1,201-7.9% | $1,924-42.5% | $4,125-73.2% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |