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 | $26,319 | $77,813-66.2% | $123,544-78.7% | $64,186-59.0% |
| Participation rate | 53.6% | 74.7%-21.1pp | 82.3%-28.7pp | 69.6%-16.0pp |
| Annual return | -1.91% | 12.48%-14.4pp | 119.20%-121.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,208 | $3,014-59.9% | $4,628-73.9% | $2,381-49.3% |
| Participant deferral / active EE | $2,509 | $5,240-52.1% | $6,426-61.0% | $3,470-27.7% |
| Admin fee / account holder | $69 | $5,519-98.7% | $9,284-99.3% | $4,888-98.6% |