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 | $30,476 | $69,518-56.2% | $59,878-49.1% | $135,375-77.5% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.7%-28.5pp | 82.6%-36.5pp |
| Annual return | -6.67% | 7.94%-14.6pp | 3.46%-10.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $679 | $3,235-79.0% | $2,722-75.0% | $4,779-85.8% |
| Participant deferral / active EE | $1,644 | $4,206-60.9% | $3,402-51.7% | $5,609-70.7% |
| Admin fee / account holder | $10 | $5,734-99.8% | $3,590-99.7% | $10,827-99.9% |