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 | $43,663 | $77,813-43.9% | $123,544-64.7% | $64,186-32.0% |
| Participation rate | 57.5% | 74.7%-17.2pp | 82.3%-24.8pp | 69.6%-12.1pp |
| Annual return | -2.50% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $666 | $3,014-77.9% | $4,628-85.6% | $2,381-72.0% |
| Participant deferral / active EE | $1,826 | $5,240-65.1% | $6,426-71.6% | $3,470-47.4% |
| Admin fee / account holder | $128 | $5,519-97.7% | $9,284-98.6% | $4,888-97.4% |