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 | $17,439 | $46,745-62.7% | $60,547-71.2% | $52,331-66.7% |
| Participation rate | 49.6% | 58.6%-9.0pp | 68.0%-18.4pp | 68.1%-18.5pp |
| Annual return | -0.60% | 0.61%-1.2pp | 335.64%-336.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $433 | $1,259-65.6% | $2,419-82.1% | $1,882-77.0% |
| Participant deferral / active EE | $1,304 | $2,145-39.2% | $3,328-60.8% | $3,022-56.9% |
| Admin fee / account holder | $198 | $537-63.2% | $4,536-95.6% | $592-66.6% |