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 | $49,112 | $95,193-48.4% | $76,523-35.8% | $135,375-63.7% |
| Participation rate | 60.9% | 74.4%-13.5pp | 68.0%-7.1pp | 82.6%-21.8pp |
| Annual return | -7.62% | 4.85%-12.5pp | -0.27%-7.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,949 | $3,302-41.0% | $2,647-26.4% | $4,779-59.2% |
| Participant deferral / active EE | $6,864 | $4,639+48.0% | $3,835+79.0% | $5,609+22.4% |
| Admin fee / account holder | $119 | $6,249-98.1% | $4,848-97.5% | $10,827-98.9% |