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 9-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 | $19,240 | $101,618-81.1% | $93,063-79.3% | $137,256-86.0% |
| Participation rate | 22.2% | 74.9%-52.7pp | 72.1%-49.9pp | 80.0%-57.7pp |
| Annual return | 17.79% | 223.95%-206.2pp | 34.15%-16.4pp | 220.34%-202.5pp |
| Employer contribution / active EE | $287 | $2,707-89.4% | $2,476-88.4% | $4,156-93.1% |
| Participant deferral / active EE | $289 | $4,279-93.2% | $3,958-92.7% | $6,407-95.5% |
| Admin fee / account holder | $88 | $6,198-98.6% | $6,033-98.5% | $12,270-99.3% |