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 | $66,260 | $95,971-31.0% | $74,550-11.1% | $135,375-51.1% |
| Participation rate | 53.8% | 75.7%-21.8pp | 69.1%-15.3pp | 82.6%-28.8pp |
| Annual return | -7.19% | 56.96%-64.2pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $706 | $2,716-74.0% | $1,961-64.0% | $4,779-85.2% |
| Participant deferral / active EE | $1,827 | $3,843-52.5% | $3,108-41.2% | $5,609-67.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |