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 | $23,758 | $73,515-67.7% | $62,995-62.3% | $147,584-83.9% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.8%-58.1pp | 82.8%-66.2pp |
| Annual return | 1968.26% | 175.43%+1792.8pp | 87.57%+1880.7pp | 578.55%+1389.7pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $310 | $4,185-92.6% | $3,329-90.7% | $5,439-94.3% |
| Admin fee / account holder | $243 | $5,953-95.9% | $3,600-93.2% | $10,885-97.8% |