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 | $36,991 | $65,561-43.6% | $86,188-57.1% | $75,163-50.8% |
| Participation rate | 24.1% | 60.5%-36.3pp | 69.0%-44.8pp | 67.2%-43.1pp |
| Annual return | 14.25% | 46.05%-31.8pp | 1168.45%-1154.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $423 | $1,553-72.8% | $2,380-82.2% | $2,670-84.2% |
| Participant deferral / active EE | $666 | $3,024-78.0% | $3,985-83.3% | $4,125-83.8% |
| Admin fee / account holder | $37 | $5,474-99.3% | $6,852-99.5% | $5,651-99.3% |