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 | $26,894 | $45,566-41.0% | $64,105-58.0% | $59,632-54.9% |
| Participation rate | 63.0% | 60.2%+2.8pp | 68.2%-5.2pp | 68.7%-5.7pp |
| Annual return | -1.34% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $627 | $934-32.9% | $1,820-65.6% | $2,203-71.6% |
| Participant deferral / active EE | $1,803 | $2,057-12.3% | $2,822-36.1% | $3,192-43.5% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |