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 | $46,680 | $92,222-49.4% | $76,768-39.2% | $135,375-65.5% |
| Participation rate | 68.4% | 79.8%-11.3pp | 77.0%-8.5pp | 82.6%-14.2pp |
| Annual return | -6.87% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $828 | $3,216-74.2% | $2,485-66.7% | $4,779-82.7% |
| Participant deferral / active EE | $1,657 | $4,509-63.2% | $3,852-57.0% | $5,609-70.5% |
| Admin fee / account holder | $287 | $10,748-97.3% | $6,675-95.7% | $10,827-97.4% |