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 | $39,045 | $95,803-59.2% | $113,168-65.5% | $84,808-54.0% |
| Participation rate | 36.0% | 72.9%-36.9pp | 76.6%-40.6pp | 68.3%-32.3pp |
| Annual return | 24.96% | 25.00%0pp | 24.27%+0.7pp | 40.90%-15.9pp |
| Employer contribution / active EE | $1,357 | $2,360-42.5% | $2,975-54.4% | $2,631-48.4% |
| Participant deferral / active EE | $1,839 | $4,242-56.6% | $5,107-64.0% | $4,212-56.3% |
| Admin fee / account holder | $138 | $8,989-98.5% | $12,068-98.9% | $7,344-98.1% |