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 | $53,098 | $183,519-71.1% | $155,509-65.9% | $145,922-63.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 13.70% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,048 | $5,313-80.3% | $4,672-77.6% | $4,660-77.5% |
| Participant deferral / active EE | $1,688 | $6,462-73.9% | $5,626-70.0% | $6,688-74.8% |
| Admin fee / account holder | $261 | $19,313-98.6% | $15,912-98.4% | $13,397-98.1% |