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 | $56,152 | $63,703-11.9% | $93,063-39.7% | $82,448-31.9% |
| Participation rate | 26.9% | 63.8%-36.9pp | 72.1%-45.2pp | 68.1%-41.1pp |
| Annual return | 17.31% | -775.43%+792.7pp | 34.15%-16.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,799 | $2,919-38.4% | $3,958-54.5% | $4,139-56.5% |
| Admin fee / account holder | $20 | $5,982-99.7% | $6,033-99.7% | $7,234-99.7% |