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 | $48,623 | $106,115-54.2% | $85,969-43.4% | $125,391-61.2% |
| Participation rate | 57.1% | 84.1%-26.9pp | 76.5%-19.4pp | 83.2%-26.0pp |
| Annual return | -1.27% | 13.93%-15.2pp | 9.32%-10.6pp | 282.22%-283.5pp |
| Employer contribution / active EE | $898 | $4,537-80.2% | $3,474-74.2% | $4,866-81.6% |
| Participant deferral / active EE | $1,461 | $4,859-69.9% | $3,829-61.8% | $5,352-72.7% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |