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.
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 | $71,294 | $106,515-33.1% | $96,683-26.3% | $139,434-48.9% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.3%-38.6pp | 80.3%-44.6pp |
| Annual return | 22.91% | 38.43%-15.5pp | 35.69%-12.8pp | 372.94%-350.0pp |
| Employer contribution / active EE | $838 | $4,103-79.6% | $3,737-77.6% | $4,751-82.4% |
| Participant deferral / active EE | $969 | $5,454-82.2% | $4,878-80.1% | $6,710-85.6% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |