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 | $197,317 | $49,177+301.2% | $79,464+148.3% | $64,186+207.4% |
| Participation rate | 11.1% | 65.0%-53.9pp | 73.3%-62.2pp | 69.6%-58.5pp |
| Annual return | -0.82% | -1.16%+0.3pp | 718.14%-719.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $367 | $2,076-82.3% | $2,800-86.9% | $2,381-84.6% |
| Participant deferral / active EE | $896 | $2,821-68.2% | $3,704-75.8% | $3,470-74.2% |
| Admin fee / account holder | $42 | $3,839-98.9% | $5,113-99.2% | $4,888-99.1% |