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 | $16,252 | $49,280-67.0% | $67,313-75.9% | $64,186-74.7% |
| Participation rate | 53.3% | 60.8%-7.5pp | 69.1%-15.7pp | 69.6%-16.2pp |
| Annual return | -4.12% | -1.39%-2.7pp | -4.08%0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $599 | $1,668-64.1% | $2,566-76.7% | $2,381-74.9% |
| Participant deferral / active EE | $1,167 | $2,484-53.0% | $3,568-67.3% | $3,470-66.4% |
| Admin fee / account holder | $26 | $3,863-99.3% | $4,507-99.4% | $4,888-99.5% |