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 | $61,693 | $73,867-16.5% | $143,757-57.1% | $68,494-9.9% |
| Participation rate | 17.9% | 66.7%-48.8pp | 80.3%-62.4pp | 67.9%-50.0pp |
| Annual return | 0.57% | 1.01%-0.4pp | -0.04%+0.6pp | -7.84%+8.4pp |
| Employer contribution / active EE | $409 | $3,184-87.2% | $4,951-91.7% | $2,596-84.2% |
| Participant deferral / active EE | $792 | $3,384-76.6% | $5,637-86.0% | $4,027-80.3% |
| Admin fee / account holder | $89 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |