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 | $11,483 | $152,509-92.5% | $117,472-90.2% | $134,475-91.5% |
| Participation rate | 36.4% | 77.1%-40.7pp | 70.6%-34.2pp | 81.2%-44.9pp |
| Annual return | -19.09% | 52.99%-72.1pp | 29.74%-48.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $472 | $5,571-91.5% | $4,176-88.7% | $4,740-90.0% |
| Participant deferral / active EE | $913 | $4,818-81.0% | $4,070-77.6% | $6,400-85.7% |
| Admin fee / account holder | $155 | $7,004-97.8% | $5,645-97.3% | $11,426-98.6% |