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 9-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 | $62,861 | $64,707-2.9% | $112,228-44.0% | $68,494-8.2% |
| Participation rate | 57.1% | 67.2%-10.0pp | 75.1%-17.9pp | 67.9%-10.7pp |
| Annual return | -16.23% | -11.40%-4.8pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,193 | $2,746-56.5% | $3,635-67.2% | $2,596-54.0% |
| Participant deferral / active EE | $3,449 | $3,565-3.2% | $4,728-27.0% | $4,027-14.4% |
| Admin fee / account holder | $119 | $5,232-97.7% | $6,410-98.1% | $5,403-97.8% |