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 | $1,872 | $29,319-93.6% | $52,425-96.4% | $82,448-97.7% |
| Participation rate | 22.5% | 46.9%-24.4pp | 55.6%-33.1pp | 68.1%-45.6pp |
| Annual return | 26.31% | 535.20%-508.9pp | 302.12%-275.8pp | 41.64%-15.3pp |
| Employer contribution / active EE | $133 | $586-77.3% | $914-85.4% | $2,551-94.8% |
| Participant deferral / active EE | $133 | $1,171-88.6% | $1,790-92.6% | $4,139-96.8% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |