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 | $34,299 | $62,586-45.2% | $76,768-55.3% | $64,186-46.6% |
| Participation rate | 52.0% | 72.8%-20.8pp | 77.0%-25.0pp | 69.6%-17.6pp |
| Annual return | -5.89% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $558 | $1,832-69.5% | $2,485-77.5% | $2,381-76.6% |
| Participant deferral / active EE | $2,214 | $3,145-29.6% | $3,852-42.5% | $3,470-36.2% |
| Admin fee / account holder | $23 | $4,667-99.5% | $6,675-99.7% | $4,888-99.5% |