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 | $44,437 | $103,376-57.0% | $87,100-49.0% | $152,861-70.9% |
| Participation rate | 30.0% | 79.3%-49.3pp | 76.9%-46.9pp | 82.4%-52.4pp |
| Annual return | 26.45% | 28.10%-1.6pp | 28.19%-1.7pp | 345.32%-318.9pp |
| Employer contribution / active EE | $646 | $3,220-79.9% | $2,521-74.4% | $4,762-86.4% |
| Participant deferral / active EE | $1,292 | $4,778-73.0% | $4,049-68.1% | $5,850-77.9% |
| Admin fee / account holder | $31 | $12,205-99.7% | $7,497-99.6% | $11,596-99.7% |