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 | $72,454 | $101,283-28.5% | $75,826-4.4% | $135,375-46.5% |
| Participation rate | 50.0% | 72.7%-22.7pp | 68.2%-18.2pp | 82.6%-32.6pp |
| Annual return | -6.73% | 3384.62%-3391.3pp | 1914.15%-1920.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $616 | $2,382-74.2% | $1,913-67.8% | $4,779-87.1% |
| Participant deferral / active EE | $7,694 | $3,469+121.8% | $2,862+168.8% | $5,609+37.2% |
| Admin fee / account holder | $125 | $6,539-98.1% | $4,726-97.4% | $10,827-98.8% |