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 | $78,484 | $82,286-4.6% | $68,791+14.1% | $134,475-41.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -18.32% | -2.19%-16.1pp | -6.38%-11.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $655 | $3,301-80.2% | $2,655-75.3% | $4,740-86.2% |
| Participant deferral / active EE | $6,942 | $4,739+46.5% | $3,941+76.1% | $6,400+8.5% |
| Admin fee / account holder | $161 | $6,481-97.5% | $4,932-96.7% | $11,426-98.6% |