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 | $56,518 | $105,931-46.6% | $81,930-31.0% | $158,922-64.4% |
| Participation rate | 11.1% | 75.6%-64.5pp | 72.0%-60.9pp | 82.0%-70.8pp |
| Annual return | 11.74% | 38.17%-26.4pp | 29.49%-17.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $546 | $7,800-93.0% | $4,310-87.3% | $4,761-88.5% |
| Participant deferral / active EE | $660 | $13,003-94.9% | $7,107-90.7% | $5,982-89.0% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |