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 | $47,953 | $64,707-25.9% | $112,228-57.3% | $68,494-30.0% |
| Participation rate | 53.1% | 67.2%-14.1pp | 75.1%-22.0pp | 67.9%-14.8pp |
| Annual return | -15.45% | -11.40%-4.0pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,863 | $2,746-32.2% | $3,635-48.7% | $2,596-28.2% |
| Participant deferral / active EE | $3,562 | $3,565-0.1% | $4,728-24.7% | $4,027-11.6% |
| Admin fee / account holder | $13 | $5,232-99.8% | $6,410-99.8% | $5,403-99.8% |