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 | $50,225 | $140,588-64.3% | $123,104-59.2% | $125,391-59.9% |
| Participation rate | 36.4% | 88.2%-51.8pp | 86.8%-50.4pp | 83.2%-46.8pp |
| Annual return | -1.79% | 16.80%-18.6pp | 13.22%-15.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,607 | $6,980-48.3% | $6,230-42.1% | $5,352-32.6% |
| Admin fee / account holder | $31 | $11,198-99.7% | $9,015-99.7% | $9,540-99.7% |