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 | $48,718 | $82,664-41.1% | $125,339-61.1% | $68,494-28.9% |
| Participation rate | 61.5% | 75.0%-13.5pp | 82.4%-20.8pp | 67.9%-6.3pp |
| Annual return | -18.84% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,262 | $3,381-33.1% | $4,814-53.0% | $2,596-12.9% |
| Participant deferral / active EE | $6,489 | $6,110+6.2% | $7,446-12.9% | $4,027+61.1% |
| Admin fee / account holder | $1 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |