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 | $10,578 | $114,381-90.8% | $107,525-90.2% | $142,382-92.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 16.36% | 242.71%-226.3pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,044 | $4,015+0.7% | $3,754+7.7% | $4,299-5.9% |
| Participant deferral / active EE | $226 | $5,564-95.9% | $5,116-95.6% | $6,507-96.5% |
| Admin fee / account holder | $66 | $9,860-99.3% | $8,919-99.3% | $12,624-99.5% |