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 | $33,359 | $59,805-44.2% | $79,550-58.1% | $68,494-51.3% |
| Participation rate | 39.5% | 61.1%-21.5pp | 69.5%-30.0pp | 67.9%-28.4pp |
| Annual return | -17.82% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $741 | $1,505-50.8% | $2,413-69.3% | $2,596-71.5% |
| Participant deferral / active EE | $1,618 | $3,024-46.5% | $3,985-59.4% | $4,027-59.8% |
| Admin fee / account holder | $158 | $4,835-96.7% | $6,832-97.7% | $5,403-97.1% |