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 | $57,587 | $64,707-11.0% | $112,228-48.7% | $68,494-15.9% |
| Participation rate | 69.7% | 67.2%+2.5pp | 75.1%-5.4pp | 67.9%+1.8pp |
| Annual return | -15.91% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,633 | $2,746-40.5% | $3,635-55.1% | $2,596-37.1% |
| Participant deferral / active EE | $5,283 | $3,565+48.2% | $4,728+11.7% | $4,027+31.2% |
| Admin fee / account holder | $232 | $5,232-95.6% | $6,410-96.4% | $5,403-95.7% |