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 | $46,251 | $58,512-21.0% | $84,015-44.9% | $72,985-36.6% |
| Participation rate | 51.2% | 61.2%-10.1pp | 69.0%-17.8pp | 69.5%-18.3pp |
| Annual return | 24.18% | 28.93%-4.8pp | 71.31%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $363 | $1,163-68.8% | $1,983-81.7% | $2,440-85.1% |
| Participant deferral / active EE | $588 | $2,394-75.5% | $3,239-81.9% | $3,607-83.7% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |