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 | $23,002 | $85,790-73.2% | $67,313-65.8% | $135,375-83.0% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -5.80% | -0.54%-5.3pp | -4.08%-1.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,791 | $3,487-48.6% | $2,566-30.2% | $4,779-62.5% |
| Participant deferral / active EE | $4,649 | $4,6510% | $3,568+30.3% | $5,609-17.1% |
| Admin fee / account holder | $15 | $6,392-99.8% | $4,507-99.7% | $10,827-99.9% |