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 | $34,642 | $57,354-39.6% | $83,848-58.7% | $64,186-46.0% |
| Participation rate | 58.5% | 68.6%-10.1pp | 76.1%-17.6pp | 69.6%-11.0pp |
| Annual return | -5.40% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,755 | $2,993-41.4% | $4,082-57.0% | $3,470-49.4% |
| Admin fee / account holder | $66 | $4,046-98.4% | $5,478-98.8% | $4,888-98.6% |