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 | $23,632 | $50,958-53.6% | $74,550-68.3% | $64,186-63.2% |
| Participation rate | 40.4% | 61.1%-20.7pp | 69.1%-28.8pp | 69.6%-29.2pp |
| Annual return | -6.44% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $448 | $1,115-59.8% | $1,961-77.1% | $2,381-81.2% |
| Participant deferral / active EE | $800 | $2,301-65.2% | $3,108-74.3% | $3,470-76.9% |
| Admin fee / account holder | $177 | $4,223-95.8% | $5,060-96.5% | $4,888-96.4% |