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 | $37,289 | $85,766-56.5% | $136,294-72.6% | $70,131-46.8% |
| Participation rate | 45.7% | 74.2%-28.5pp | 81.9%-36.3pp | 69.5%-23.9pp |
| Annual return | 1067.79% | 31.45%+1036.3pp | 5155.94%-4088.1pp | 73.14%+994.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,150 | $5,051-77.2% | $6,247-81.6% | $3,332-65.5% |
| Admin fee / account holder | $64 | $5,420-98.8% | $9,243-99.3% | $4,645-98.6% |