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 | $78,066 | $167,484-53.4% | $151,611-48.5% | $134,475-41.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -14.58% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $5,303 | $6,829-22.3% | $6,166-14.0% | $4,740+11.9% |
| Participant deferral / active EE | $8,970 | $8,986-0.2% | $8,363+7.2% | $6,400+40.2% |
| Admin fee / account holder | $63 | $13,783-99.5% | $11,616-99.5% | $11,426-99.5% |