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 | $34,596 | $45,152-23.4% | $73,843-53.1% | $59,632-42.0% |
| Participation rate | 52.1% | 64.0%-11.9pp | 73.4%-21.4pp | 68.7%-16.6pp |
| Annual return | -0.83% | 27.40%-28.2pp | 2267.84%-2268.7pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $842 | $1,902-55.7% | $2,787-69.8% | $2,203-61.8% |
| Participant deferral / active EE | $1,936 | $2,574-24.8% | $3,583-46.0% | $3,192-39.3% |
| Admin fee / account holder | $124 | $3,516-96.5% | $4,880-97.5% | $4,297-97.1% |