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 | $10,502 | $106,543-90.1% | $91,220-88.5% | $134,475-92.2% |
| Participation rate | 45.5% | 76.8%-31.4pp | 73.2%-27.7pp | 81.2%-35.8pp |
| Annual return | -19.48% | 160.60%-180.1pp | 114.01%-133.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $806 | $3,331-75.8% | $2,850-71.7% | $4,740-83.0% |
| Participant deferral / active EE | $1,197 | $4,719-74.6% | $4,234-71.7% | $6,400-81.3% |
| Admin fee / account holder | $283 | $6,231-95.5% | $5,420-94.8% | $11,426-97.5% |