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 | $36,110 | $32,117+12.4% | $71,086-49.2% | $64,186-43.7% |
| Participation rate | 18.9% | 42.7%-23.8pp | 54.7%-35.7pp | 69.6%-50.6pp |
| Annual return | -6.58% | -5.57%-1.0pp | 650.59%-657.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $579 | $712-18.7% | $1,088-46.8% | $2,381-75.7% |
| Participant deferral / active EE | $1,238 | $1,263-2.0% | $1,874-34.0% | $3,470-64.3% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |