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 7-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 | $46,406 | $95,862-51.6% | $79,550-41.7% | $134,475-65.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -16.52% | -2.69%-13.8pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,980 | $3,128-4.7% | $2,413+23.5% | $4,740-37.1% |
| Participant deferral / active EE | $10,070 | $4,693+114.6% | $3,985+152.7% | $6,400+57.3% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |