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 | $46,276 | $73,823-37.3% | $379,746-87.8% | $73,488-37.0% |
| Participation rate | 3.2% | 73.1%-69.9pp | 78.4%-75.2pp | 70.7%-67.5pp |
| Annual return | 13.00% | 29.06%-16.1pp | 34.90%-21.9pp | 28.51%-15.5pp |
| Employer contribution / active EE | $0 | $2,472-100.0% | $3,540-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4 | $4,038-99.9% | $6,024-99.9% | $3,740-99.9% |
| Admin fee / account holder | $0 | $607-100.0% | $7,927-100.0% | $513-100.0% |