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 5-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 | $41,368 | $49,280-16.1% | $67,313-38.5% | $64,186-35.5% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.1%-2.4pp | 69.6%-2.9pp |
| Annual return | -2.55% | -1.39%-1.2pp | -4.08%+1.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,239 | $1,668-25.8% | $2,566-51.7% | $2,381-48.0% |
| Participant deferral / active EE | $1,987 | $2,484-20.0% | $3,568-44.3% | $3,470-42.7% |
| Admin fee / account holder | $128 | $3,863-96.7% | $4,507-97.2% | $4,888-97.4% |