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 | $11,097 | $53,162-79.1% | $91,220-87.8% | $68,494-83.8% |
| Participation rate | 65.0% | 63.2%+1.8pp | 73.2%-8.2pp | 67.9%-2.9pp |
| Annual return | -16.35% | -3.14%-13.2pp | 114.01%-130.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $878 | $1,709-48.6% | $2,850-69.2% | $2,596-66.2% |
| Participant deferral / active EE | $2,235 | $2,974-24.9% | $4,234-47.2% | $4,027-44.5% |
| Admin fee / account holder | $134 | $4,493-97.0% | $5,420-97.5% | $5,403-97.5% |