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 | $30,400-93.8% | $53,898-96.5% | $84,808-97.8% |
| Participation rate | 22.5% | 46.4%-23.9pp | 55.0%-32.5pp | 68.3%-45.8pp |
| Annual return | 26.31% | 500.19%-473.9pp | 528.60%-502.3pp | 40.90%-14.6pp |
| Employer contribution / active EE | $133 | $603-77.9% | $932-85.7% | $2,631-94.9% |
| Participant deferral / active EE | $133 | $1,199-88.9% | $1,826-92.7% | $4,212-96.8% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |