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 | $200,984 | $209,411-4.0% | $178,490+12.6% | $158,922+26.5% |
| Participation rate | 20.0% | 86.3%-66.3pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 15.33% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,248 | $5,706-78.1% | $5,011-75.1% | $4,761-73.8% |
| Participant deferral / active EE | $1,560 | $5,954-73.8% | $5,202-70.0% | $5,982-73.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |