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 | $118,297 | $88,707+33.4% | $74,183+59.5% | $273,961-56.8% |
| Participation rate | 21.7% | 79.4%-57.7pp | 76.6%-54.9pp | 83.0%-61.3pp |
| Annual return | 7.04% | 11.94%-4.9pp | 17.74%-10.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $578 | $3,159-81.7% | $2,370-75.6% | $4,869-88.1% |
| Participant deferral / active EE | $1,116 | $4,212-73.5% | $3,550-68.6% | $5,287-78.9% |
| Admin fee / account holder | $15 | $8,717-99.8% | $5,586-99.7% | $10,132-99.9% |