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 | $24,156 | $95,971-74.8% | $74,550-67.6% | $135,375-82.2% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -8.12% | 56.96%-65.1pp | 32.53%-40.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,938 | $2,716-28.6% | $1,961-1.2% | $4,779-59.4% |
| Participant deferral / active EE | $4,810 | $3,843+25.1% | $3,108+54.7% | $5,609-14.2% |
| Admin fee / account holder | $128 | $6,522-98.0% | $5,060-97.5% | $10,827-98.8% |