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 | $38,085 | $97,044-60.8% | $83,333-54.3% | $135,375-71.9% |
| Participation rate | 58.8% | 80.4%-21.6pp | 77.8%-18.9pp | 82.6%-23.8pp |
| Annual return | -8.97% | 12.31%-21.3pp | 10.63%-19.6pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,929 | $4,143-53.4% | $3,379-42.9% | $4,779-59.6% |
| Participant deferral / active EE | $4,306 | $5,964-27.8% | $5,565-22.6% | $5,609-23.2% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |