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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,564 | $30,400-32.4% | $53,898-61.8% | $84,808-75.8% |
| Participation rate | 8.3% | 46.4%-38.1pp | 55.0%-46.6pp | 68.3%-60.0pp |
| Annual return | 16.55% | 500.19%-483.6pp | 528.60%-512.1pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $154 | $1,199-87.2% | $1,826-91.6% | $4,212-96.4% |
| Admin fee / account holder | $173 | $1,993-91.3% | $2,491-93.1% | $7,344-97.6% |