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 8-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 | $39,250 | $106,515-63.2% | $96,683-59.4% | $139,434-71.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.85% | 38.43%-24.6pp | 35.69%-21.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $921 | $4,103-77.6% | $3,737-75.4% | $4,751-80.6% |
| Participant deferral / active EE | $921 | $5,454-83.1% | $4,878-81.1% | $6,710-86.3% |
| Admin fee / account holder | $154 | $7,877-98.0% | $6,730-97.7% | $11,403-98.6% |