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 | $29,736 | $127,264-76.6% | $109,895-72.9% | $167,490-82.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 14.87% | 22.97%-8.1pp | 29.45%-14.6pp | 478.56%-463.7pp |
| Employer contribution / active EE | $402 | $3,322-87.9% | $2,842-85.8% | $4,837-91.7% |
| Participant deferral / active EE | $701 | $4,514-84.5% | $4,048-82.7% | $6,341-88.9% |
| Admin fee / account holder | $282 | $7,114-96.0% | $6,066-95.3% | $12,309-97.7% |