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 | $209,336-87.7% | $197,124-87.0% | $137,256-81.3% |
| Participation rate | 63.2% | 87.3%-24.1pp | 86.7%-23.6pp | 80.0%-16.8pp |
| Annual return | 22.21% | 48.09%-25.9pp | 44.34%-22.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,053 | $6,591-68.9% | $6,227-67.0% | $4,156-50.6% |
| Participant deferral / active EE | $2,835 | $9,614-70.5% | $9,135-69.0% | $6,407-55.7% |
| Admin fee / account holder | $219 | $17,308-98.7% | $16,298-98.7% | $12,270-98.2% |