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 8-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 | $21,393 | $48,046-55.5% | $84,611-74.7% | $72,985-70.7% |
| Participation rate | 4.5% | 57.6%-53.0pp | 68.2%-63.7pp | 69.5%-64.9pp |
| Annual return | 38.32% | 37.38%+0.9pp | 258.74%-220.4pp | 81.00%-42.7pp |
| Employer contribution / active EE | $270 | $1,602-83.1% | $2,652-89.8% | $2,440-88.9% |
| Participant deferral / active EE | $447 | $2,680-83.3% | $3,899-88.5% | $3,607-87.6% |
| Admin fee / account holder | $52 | $3,395-98.5% | $4,912-98.9% | $5,124-99.0% |