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 4-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 | $7,335 | $48,265-84.8% | $68,791-89.3% | $68,494-89.3% |
| Participation rate | 60.0% | 60.7%-0.7pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,263 | $1,829-30.9% | $2,655-52.4% | $2,596-51.3% |
| Participant deferral / active EE | $2,205 | $2,867-23.1% | $3,941-44.0% | $4,027-45.2% |
| Admin fee / account holder | $98 | $4,355-97.7% | $4,932-98.0% | $5,403-98.2% |