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 | $27,774 | $87,540-68.3% | $75,781-63.3% | $125,391-77.8% |
| Participation rate | 57.1% | 80.2%-23.0pp | 75.8%-18.7pp | 83.2%-26.0pp |
| Annual return | -3.16% | 13.48%-16.6pp | 9.68%-12.8pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,795 | $3,930-54.3% | $3,323-46.0% | $4,866-63.1% |
| Participant deferral / active EE | $6,193 | $4,229+46.4% | $3,651+69.6% | $5,352+15.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |