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 | $52,201 | $133,958-61.0% | $112,228-53.5% | $134,475-61.2% |
| Participation rate | 41.2% | 78.6%-37.4pp | 75.1%-33.9pp | 81.2%-40.0pp |
| Annual return | -14.81% | 47.11%-61.9pp | 27.45%-42.3pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,383 | $4,038-65.7% | $3,635-61.9% | $4,740-70.8% |
| Participant deferral / active EE | $3,246 | $5,291-38.6% | $4,728-31.3% | $6,400-49.3% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |