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 | $67,289 | $62,586+7.5% | $76,768-12.3% | $64,186+4.8% |
| Participation rate | 40.9% | 72.8%-32.0pp | 77.0%-36.1pp | 69.6%-28.7pp |
| Annual return | -1.47% | -1.95%+0.5pp | 2.43%-3.9pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,600 | $1,832-12.7% | $2,485-35.6% | $2,381-32.8% |
| Participant deferral / active EE | $2,489 | $3,145-20.9% | $3,852-35.4% | $3,470-28.3% |
| Admin fee / account holder | $145 | $4,667-96.9% | $6,675-97.8% | $4,888-97.0% |