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 | $9,903 | $35,183-71.9% | $73,545-86.5% | $70,131-85.9% |
| Participation rate | 17.2% | 42.9%-25.7pp | 54.9%-37.7pp | 69.5%-52.3pp |
| Annual return | 15.25% | 26.90%-11.7pp | -15.16%+30.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $136 | $709-80.8% | $1,219-88.8% | $2,342-94.2% |
| Participant deferral / active EE | $580 | $1,220-52.4% | $1,806-67.9% | $3,332-82.6% |
| Admin fee / account holder | $100 | $2,302-95.7% | $2,320-95.7% | $4,645-97.9% |