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 | $43,957 | $91,552-52.0% | $133,956-67.2% | $79,858-45.0% |
| Participation rate | 55.0% | 73.3%-18.3pp | 79.8%-24.8pp | 69.6%-14.6pp |
| Annual return | 10.43% | 61.85%-51.4pp | 45.09%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $761 | $2,384-68.1% | $3,919-80.6% | $2,471-69.2% |
| Participant deferral / active EE | $1,184 | $3,733-68.3% | $5,048-76.5% | $3,740-68.3% |
| Admin fee / account holder | $117 | $6,321-98.2% | $8,927-98.7% | $5,306-97.8% |