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 | $36,534 | $53,596-31.8% | $90,645-59.7% | $64,186-43.1% |
| Participation rate | 64.3% | 64.5%-0.2pp | 74.0%-9.7pp | 69.6%-5.3pp |
| Annual return | -7.27% | 4.41%-11.7pp | 1.88%-9.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,514 | $1,503+0.8% | $2,532-40.2% | $2,381-36.4% |
| Participant deferral / active EE | $2,271 | $2,459-7.6% | $3,425-33.7% | $3,470-34.5% |
| Admin fee / account holder | $26 | $3,868-99.3% | $4,994-99.5% | $4,888-99.5% |