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 7-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 | $28,762 | $105,181-72.7% | $159,436-82.0% | $85,850-66.5% |
| Participation rate | 39.3% | 75.8%-36.5pp | 82.8%-43.5pp | 69.3%-30.0pp |
| Annual return | 13.45% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $683 | $3,318-79.4% | $4,829-85.9% | $2,565-73.4% |
| Participant deferral / active EE | $922 | $5,945-84.5% | $7,352-87.5% | $3,952-76.7% |
| Admin fee / account holder | $91 | $6,933-98.7% | $10,799-99.2% | $6,260-98.5% |