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 | $29,450 | $82,286-64.2% | $68,791-57.2% | $134,475-78.1% |
| Participation rate | 30.0% | 75.1%-45.1pp | 69.0%-39.0pp | 81.2%-51.2pp |
| Annual return | -19.63% | -2.19%-17.4pp | -6.38%-13.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $758 | $3,301-77.0% | $2,655-71.5% | $4,740-84.0% |
| Participant deferral / active EE | $2,332 | $4,739-50.8% | $3,941-40.8% | $6,400-63.6% |
| Admin fee / account holder | $228 | $6,481-96.5% | $4,932-95.4% | $11,426-98.0% |