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 | $35,001 | $77,813-55.0% | $123,544-71.7% | $64,186-45.5% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -7.06% | 12.48%-19.5pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,023 | $3,014-32.9% | $4,628-56.3% | $2,381-15.0% |
| Participant deferral / active EE | $3,624 | $5,240-30.8% | $6,426-43.6% | $3,470+4.5% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |