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 6-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 | $11,362 | $39,019-70.9% | $80,716-85.9% | $85,850-86.8% |
| Participation rate | 4.7% | 41.5%-36.9pp | 54.2%-49.5pp | 69.3%-64.7pp |
| Annual return | 39.57% | 26.27%+13.3pp | 87.28%-47.7pp | 318.53%-279.0pp |
| Employer contribution / active EE | $129 | $722-82.2% | $1,160-88.9% | $2,565-95.0% |
| Participant deferral / active EE | $295 | $1,326-77.7% | $2,146-86.2% | $3,952-92.5% |
| Admin fee / account holder | $68 | $2,431-97.2% | $3,380-98.0% | $6,260-98.9% |