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 | $45,127 | $97,044-53.5% | $83,333-45.8% | $135,375-66.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -6.83% | 12.31%-19.1pp | 10.63%-17.5pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,017 | $4,143-51.3% | $3,379-40.3% | $4,779-57.8% |
| Participant deferral / active EE | $5,427 | $5,964-9.0% | $5,565-2.5% | $5,609-3.2% |
| Admin fee / account holder | $263 | $8,380-96.9% | $7,510-96.5% | $10,827-97.6% |