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 | $23,016 | $35,183-34.6% | $73,545-68.7% | $70,131-67.2% |
| Participation rate | 47.2% | 42.9%+4.3pp | 54.9%-7.7pp | 69.5%-22.3pp |
| Annual return | 14.23% | 26.90%-12.7pp | -15.16%+29.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $115 | $709-83.8% | $1,219-90.6% | $2,342-95.1% |
| Participant deferral / active EE | $1,092 | $1,220-10.5% | $1,806-39.5% | $3,332-67.2% |
| Admin fee / account holder | $53 | $2,302-97.7% | $2,320-97.7% | $4,645-98.9% |