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 | $13,774 | $55,706-75.3% | $75,886-81.8% | $72,985-81.1% |
| Participation rate | 67.7% | 61.1%+6.6pp | 69.3%-1.5pp | 69.5%-1.7pp |
| Annual return | 22.78% | 27.59%-4.8pp | 30.76%-8.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $385 | $1,687-77.2% | $2,500-84.6% | $2,440-84.2% |
| Participant deferral / active EE | $626 | $2,634-76.2% | $3,603-82.6% | $3,607-82.7% |
| Admin fee / account holder | $76 | $3,978-98.1% | $5,418-98.6% | $5,124-98.5% |