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 3-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 | $14,116 | $29,660-52.4% | $56,411-75.0% | $80,856-82.5% |
| Participation rate | 1.9% | 41.6%-39.8pp | 52.5%-50.6pp | 67.6%-65.8pp |
| Annual return | 15.93% | 35.23%-19.3pp | 1701.33%-1685.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $141 | $1,226-88.5% | $1,952-92.8% | $4,296-96.7% |
| Admin fee / account holder | $53 | $2,428-97.8% | $2,829-98.1% | $6,918-99.2% |