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 | $68,918 | $62,586+10.1% | $76,768-10.2% | $64,186+7.4% |
| Participation rate | 58.8% | 72.8%-14.0pp | 77.0%-18.1pp | 69.6%-10.7pp |
| Annual return | -1.96% | -1.95%0pp | 2.43%-4.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,516 | $1,832-17.2% | $2,485-39.0% | $2,381-36.3% |
| Participant deferral / active EE | $4,075 | $3,145+29.6% | $3,852+5.8% | $3,470+17.4% |
| Admin fee / account holder | $19 | $4,667-99.6% | $6,675-99.7% | $4,888-99.6% |