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 5-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 | $25,712 | $214,378-88.0% | $200,582-87.2% | $142,382-81.9% |
| Participation rate | 63.2% | 87.4%-24.3pp | 86.9%-23.7pp | 80.1%-17.0pp |
| Annual return | 22.21% | 46.41%-24.2pp | 42.33%-20.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,053 | $6,841-70.0% | $6,419-68.0% | $4,299-52.3% |
| Participant deferral / active EE | $2,835 | $9,865-71.3% | $9,331-69.6% | $6,507-56.4% |
| Admin fee / account holder | $219 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |