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 | $30,210 | $158,817-81.0% | $121,196-75.1% | $135,375-77.7% |
| Participation rate | 42.9% | 79.3%-36.4pp | 71.7%-28.9pp | 82.6%-39.8pp |
| Annual return | -4.86% | -0.64%-4.2pp | 16.93%-21.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,437 | $5,665-74.6% | $4,022-64.3% | $4,779-69.9% |
| Participant deferral / active EE | $2,885 | $4,005-28.0% | $3,344-13.7% | $5,609-48.6% |
| Admin fee / account holder | $123 | $6,512-98.1% | $5,019-97.6% | $10,827-98.9% |