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 | $58,840 | $43,723+34.6% | $121,196-51.5% | $64,186-8.3% |
| Participation rate | 51.5% | 58.3%-6.8pp | 71.7%-20.2pp | 69.6%-18.1pp |
| Annual return | -7.33% | 68.91%-76.2pp | 16.93%-24.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $4,240 | $1,296+227.1% | $4,022+5.4% | $2,381+78.1% |
| Participant deferral / active EE | $1,716 | $2,280-24.7% | $3,344-48.7% | $3,470-50.5% |
| Admin fee / account holder | $217 | $3,501-93.8% | $5,019-95.7% | $4,888-95.6% |