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 7-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 | $43,889 | $131,829-66.7% | $108,579-59.6% | $273,961-84.0% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 11.09% | -91.57%+102.7pp | -51.70%+62.8pp | 41.45%-30.4pp |
| Employer contribution / active EE | $2,130 | $4,912-56.6% | $3,758-43.3% | $4,869-56.3% |
| Participant deferral / active EE | $3,550 | $5,127-30.8% | $4,311-17.6% | $5,287-32.9% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |