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 | $29,160 | $62,586-53.4% | $76,768-62.0% | $64,186-54.6% |
| Participation rate | 68.3% | 72.8%-4.5pp | 77.0%-8.7pp | 69.6%-1.3pp |
| Annual return | -7.24% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,307 | $3,145+164.2% | $3,852+115.7% | $3,470+139.4% |
| Admin fee / account holder | $17 | $4,667-99.6% | $6,675-99.7% | $4,888-99.7% |