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 | $59,882 | $50,958+17.5% | $74,550-19.7% | $64,186-6.7% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.1%-29.1pp | 69.6%-29.6pp |
| Annual return | -3.65% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $453 | $1,115-59.4% | $1,961-76.9% | $2,381-81.0% |
| Participant deferral / active EE | $1,130 | $2,301-50.9% | $3,108-63.6% | $3,470-67.4% |
| Admin fee / account holder | $4 | $4,223-99.9% | $5,060-99.9% | $4,888-99.9% |