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 4-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 | $27,382 | $104,974-73.9% | $95,585-71.4% | $142,382-80.8% |
| Participation rate | 6.3% | 75.0%-68.7pp | 72.1%-65.8pp | 80.1%-73.9pp |
| Annual return | 27.25% | 210.33%-183.1pp | 38.56%-11.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $527 | $4,352-87.9% | $4,023-86.9% | $6,507-91.9% |
| Admin fee / account holder | $93 | $6,386-98.5% | $6,127-98.5% | $12,624-99.3% |