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 | $28,717 | $32,117-10.6% | $71,086-59.6% | $64,186-55.3% |
| Participation rate | 57.1% | 42.7%+14.4pp | 54.7%+2.5pp | 69.6%-12.4pp |
| Annual return | -7.72% | -5.57%-2.1pp | 650.59%-658.3pp | 7.63%-15.3pp |
| Employer contribution / active EE | $200 | $712-71.9% | $1,088-81.6% | $2,381-91.6% |
| Participant deferral / active EE | $1,382 | $1,263+9.4% | $1,874-26.3% | $3,470-60.2% |
| Admin fee / account holder | $31 | $2,759-98.9% | $3,082-99.0% | $4,888-99.4% |