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 4-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 | $24,471 | $57,590-57.5% | $86,233-71.6% | $82,448-70.3% |
| Participation rate | 3.4% | 57.9%-54.4pp | 69.0%-65.6pp | 68.1%-64.6pp |
| Annual return | 24.79% | 22.41%+2.4pp | 61.39%-36.6pp | 41.64%-16.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $188 | $3,080-93.9% | $4,559-95.9% | $4,139-95.4% |
| Admin fee / account holder | $86 | $4,730-98.2% | $8,342-99.0% | $7,234-98.8% |