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 | $38,981 | $45,566-14.5% | $64,105-39.2% | $59,632-34.6% |
| Participation rate | 40.0% | 60.2%-20.2pp | 68.2%-28.2pp | 68.7%-28.7pp |
| Annual return | -2.62% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $722 | $934-22.7% | $1,820-60.3% | $2,203-67.2% |
| Participant deferral / active EE | $1,289 | $2,057-37.3% | $2,822-54.3% | $3,192-59.6% |
| Admin fee / account holder | $7 | $3,268-99.8% | $4,499-99.9% | $4,297-99.8% |