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 6-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 | $51,895 | $112,729-54.0% | $98,716-47.4% | $137,256-62.2% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.3%-52.6pp | 80.0%-63.3pp |
| Annual return | 22.49% | 38.48%-16.0pp | 31.81%-9.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $739 | $2,725-72.9% | $2,279-67.6% | $4,156-82.2% |
| Participant deferral / active EE | $1,118 | $4,640-75.9% | $4,048-72.4% | $6,407-82.5% |
| Admin fee / account holder | $40 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |