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 | $68,604 | $117,841-41.8% | $102,423-33.0% | $145,922-53.0% |
| Participation rate | 36.4% | 78.6%-42.2pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 11.96% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $836 | $5,731-85.4% | $5,053-83.4% | $6,688-87.5% |
| Admin fee / account holder | $21 | $13,326-99.8% | $9,451-99.8% | $13,397-99.8% |