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 | $23,223 | $87,540-73.5% | $75,781-69.4% | $125,391-81.5% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | 0.45% | 13.48%-13.0pp | 9.68%-9.2pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,321 | $3,930-66.4% | $3,323-60.3% | $4,866-72.9% |
| Participant deferral / active EE | $1,812 | $4,229-57.2% | $3,651-50.4% | $5,352-66.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |