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 3-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 | $44,417 | $105,860-58.0% | $90,749-51.1% | $134,475-67.0% |
| Participation rate | 20.0% | 78.2%-58.2pp | 75.7%-55.7pp | 81.2%-61.2pp |
| Annual return | -16.23% | -11.01%-5.2pp | -12.16%-4.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $802 | $3,462-76.8% | $2,921-72.5% | $4,740-83.1% |
| Participant deferral / active EE | $5,065 | $5,216-2.9% | $4,564+11.0% | $6,400-20.9% |
| Admin fee / account holder | $170 | $13,938-98.8% | $8,445-98.0% | $11,426-98.5% |