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 4-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 | $5,613 | $29,319-80.9% | $52,425-89.3% | $82,448-93.2% |
| Participation rate | 3.5% | 46.9%-43.3pp | 55.6%-52.1pp | 68.1%-64.6pp |
| Annual return | 24.29% | 535.20%-510.9pp | 302.12%-277.8pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $91 | $1,171-92.2% | $1,790-94.9% | $4,139-97.8% |
| Admin fee / account holder | $34 | $1,962-98.3% | $2,495-98.7% | $7,234-99.5% |