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 | $41,744 | $81,900-49.0% | $119,609-65.1% | $68,494-39.1% |
| Participation rate | 54.5% | 71.9%-17.3pp | 79.3%-24.7pp | 67.9%-13.3pp |
| Annual return | -15.69% | -23.82%+8.1pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,150 | $2,693-57.3% | $4,232-72.8% | $2,596-55.7% |
| Participant deferral / active EE | $2,554 | $4,148-38.4% | $5,602-54.4% | $4,027-36.6% |
| Admin fee / account holder | $11 | $6,582-99.8% | $10,323-99.9% | $5,403-99.8% |