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 | $20,427 | $78,988-74.1% | - | $273,961-92.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | - | 83.0%-33.0pp |
| Annual return | 3.80% | 18.48%-14.7pp | - | 41.45%-37.6pp |
| Employer contribution / active EE | $1,546 | $4,066-62.0% | - | $4,869-68.2% |
| Participant deferral / active EE | $1,546 | $3,397-54.5% | - | $5,287-70.8% |
| Admin fee / account holder | $0 | $13,270-100.0% | - | $10,132-100.0% |