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 | $43,236 | $57,354-24.6% | $83,848-48.4% | $64,186-32.6% |
| Participation rate | 55.6% | 68.6%-13.1pp | 76.1%-20.6pp | 69.6%-14.0pp |
| Annual return | -8.29% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,775 | $2,545-30.2% | $3,631-51.1% | $2,381-25.4% |
| Participant deferral / active EE | $2,988 | $2,993-0.2% | $4,082-26.8% | $3,470-13.9% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |