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 | $42,583 | $45,152-5.7% | $73,843-42.3% | $59,632-28.6% |
| Participation rate | 43.3% | 64.0%-20.7pp | 73.4%-30.1pp | 68.7%-25.4pp |
| Annual return | -0.30% | 27.40%-27.7pp | 2267.84%-2268.1pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $320 | $1,902-83.2% | $2,787-88.5% | $2,203-85.5% |
| Participant deferral / active EE | $1,334 | $2,574-48.2% | $3,583-62.8% | $3,192-58.2% |
| Admin fee / account holder | $256 | $3,516-92.7% | $4,880-94.8% | $4,297-94.0% |