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 | $8,905 | $30,400-70.7% | $53,898-83.5% | $84,808-89.5% |
| Participation rate | 31.3% | 46.4%-15.1pp | 55.0%-23.6pp | 68.3%-37.0pp |
| Annual return | 19.75% | 500.19%-480.4pp | 528.60%-508.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $188 | $603-68.8% | $932-79.8% | $2,631-92.9% |
| Participant deferral / active EE | $274 | $1,199-77.1% | $1,826-85.0% | $4,212-93.5% |
| Admin fee / account holder | $1 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |