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 | $26,684 | $55,002-51.5% | $59,878-55.4% | $56,287-52.6% |
| Participation rate | 33.0% | 75.9%-42.9pp | 74.7%-41.7pp | 69.9%-36.8pp |
| Annual return | -4.16% | 1.13%-5.3pp | 3.46%-7.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $926 | $3,121-70.3% | $3,402-72.8% | $3,350-72.4% |
| Admin fee / account holder | $279 | $236+18.3% | $3,590-92.2% | $521-46.5% |