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 5-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 | $44,161 | $84,696-47.9% | $75,696-41.7% | $167,490-73.6% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.8%-11.2pp | 82.1%-18.5pp |
| Annual return | 0.00% | 199.36%-199.4pp | 104.53%-104.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $911 | $3,230-71.8% | $2,743-66.8% | $4,837-81.2% |
| Participant deferral / active EE | $1,704 | $4,580-62.8% | $3,821-55.4% | $6,341-73.1% |
| Admin fee / account holder | $130 | $5,355-97.6% | $3,619-96.4% | $12,309-98.9% |