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 8-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 | $40,922 | $92,703-55.9% | $82,719-50.5% | $134,475-69.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -15.60% | 944.92%-960.5pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,298 | $3,274+0.7% | $3,009+9.6% | $4,740-30.4% |
| Participant deferral / active EE | $6,529 | $4,802+36.0% | $4,395+48.6% | $6,400+2.0% |
| Admin fee / account holder | $134 | $5,983-97.8% | $5,329-97.5% | $11,426-98.8% |