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 | $32,781 | $91,552-64.2% | $133,956-75.5% | $79,858-59.0% |
| Participation rate | 60.5% | 73.3%-12.8pp | 79.8%-19.3pp | 69.6%-9.1pp |
| Annual return | 19.91% | 61.85%-41.9pp | 45.09%-25.2pp | 31.71%-11.8pp |
| Employer contribution / active EE | $958 | $2,384-59.8% | $3,919-75.5% | $2,471-61.2% |
| Participant deferral / active EE | $1,393 | $3,733-62.7% | $5,048-72.4% | $3,740-62.8% |
| Admin fee / account holder | $219 | $6,321-96.5% | $8,927-97.5% | $5,306-95.9% |