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 | $79,063 | $96,484-18.1% | $156,263-49.4% | $74,304+6.4% |
| Participation rate | 36.3% | 67.7%-31.4pp | 78.9%-42.6pp | 60.3%-24.1pp |
| Annual return | 28.33% | 17.73%+10.6pp | 59.47%-31.1pp | 29.43%-1.1pp |
| Employer contribution / active EE | $1,146 | $2,528-54.7% | $4,333-73.6% | $2,241-48.9% |
| Participant deferral / active EE | $1,909 | $4,286-55.5% | $6,158-69.0% | $3,767-49.3% |
| Admin fee / account holder | $144 | $3,728-96.1% | $14,255-99.0% | $2,969-95.1% |