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 10-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 | $46,567 | $77,634-40.0% | $156,549-70.3% | $62,891-26.0% |
| Participation rate | 30.2% | 71.2%-41.0pp | 84.0%-53.8pp | 69.3%-39.1pp |
| Annual return | 7.43% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $509 | $3,444-85.2% | $5,501-90.7% | $2,281-77.7% |
| Participant deferral / active EE | $747 | $3,045-75.5% | $4,871-84.7% | $3,203-76.7% |
| Admin fee / account holder | $127 | $5,561-97.7% | $13,027-99.0% | $4,296-97.1% |