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 10-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 | $54,930 | $92,222-40.4% | $76,768-28.4% | $135,375-59.4% |
| Participation rate | 69.6% | 79.8%-10.2pp | 77.0%-7.4pp | 82.6%-13.1pp |
| Annual return | -0.13% | 5.46%-5.6pp | 2.43%-2.6pp | 519.73%-519.9pp |
| Employer contribution / active EE | $824 | $3,216-74.4% | $2,485-66.8% | $4,779-82.8% |
| Participant deferral / active EE | $2,691 | $4,509-40.3% | $3,852-30.1% | $5,609-52.0% |
| Admin fee / account holder | $123 | $10,748-98.9% | $6,675-98.2% | $10,827-98.9% |