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 | $13,155 | $49,280-73.3% | $67,313-80.5% | $64,186-79.5% |
| Participation rate | 63.6% | 60.8%+2.9pp | 69.1%-5.4pp | 69.6%-5.9pp |
| Annual return | -7.17% | -1.39%-5.8pp | -4.08%-3.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $969 | $1,668-42.0% | $2,566-62.3% | $2,381-59.3% |
| Participant deferral / active EE | $1,346 | $2,484-45.8% | $3,568-62.3% | $3,470-61.2% |
| Admin fee / account holder | $195 | $3,863-94.9% | $4,507-95.7% | $4,888-96.0% |