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 5-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 | $21,834 | $61,774-64.7% | $97,226-77.5% | $80,856-73.0% |
| Participation rate | 32.4% | 63.5%-31.1pp | 72.7%-40.3pp | 67.6%-35.2pp |
| Annual return | 12.81% | -557.90%+570.7pp | 75.13%-62.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $897 | $1,837-51.2% | $2,729-67.1% | $2,755-67.4% |
| Participant deferral / active EE | $1,411 | $3,029-53.4% | $4,264-66.9% | $4,296-67.2% |
| Admin fee / account holder | $199 | $5,166-96.1% | $5,654-96.5% | $6,918-97.1% |