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 | $37,475 | $110,257-66.0% | $96,544-61.2% | $139,434-73.1% |
| Participation rate | 41.2% | 78.1%-36.9pp | 76.0%-34.8pp | 80.3%-39.1pp |
| Annual return | 11.85% | 26.32%-14.5pp | 25.84%-14.0pp | 372.94%-361.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $350 | $5,548-93.7% | $4,851-92.8% | $6,710-94.8% |
| Admin fee / account holder | $91 | $11,591-99.2% | $8,252-98.9% | $11,403-99.2% |