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 | $36,218 | $76,552-52.7% | $123,892-70.8% | $62,891-42.4% |
| Participation rate | 35.1% | 73.0%-37.8pp | 81.4%-46.3pp | 69.3%-34.2pp |
| Annual return | 6.15% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $700 | $2,883-75.7% | $4,617-84.8% | $2,281-69.3% |
| Participant deferral / active EE | $1,088 | $4,840-77.5% | $5,984-81.8% | $3,203-66.0% |
| Admin fee / account holder | $272 | $4,826-94.4% | $8,357-96.7% | $4,296-93.7% |