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 | $59,360 | $67,331-11.8% | $60,874-2.5% | $134,475-55.9% |
| Participation rate | 56.5% | 76.2%-19.7pp | 73.1%-16.6pp | 81.2%-24.7pp |
| Annual return | -16.95% | 49.93%-66.9pp | 16.90%-33.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,106 | $3,096-64.3% | $2,701-59.1% | $4,740-76.7% |
| Participant deferral / active EE | $5,116 | $4,538+12.7% | $3,817+34.0% | $6,400-20.1% |
| Admin fee / account holder | $300 | $4,582-93.5% | $3,224-90.7% | $11,426-97.4% |