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 | $106,041 | $96,635+9.7% | $86,612+22.4% | $139,434-23.9% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.7pp |
| Annual return | 15.92% | 106.41%-90.5pp | 591.07%-575.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $736 | $3,263-77.5% | $3,022-75.7% | $4,751-84.5% |
| Participant deferral / active EE | $736 | $4,836-84.8% | $4,438-83.4% | $6,710-89.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |