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 | $42,422 | $77,896-45.5% | $134,172-68.4% | $82,448-48.5% |
| Participation rate | 50.0% | 62.8%-12.8pp | 72.5%-22.5pp | 68.1%-18.1pp |
| Annual return | 17.44% | 18.21%-0.8pp | 25.30%-7.9pp | 41.64%-24.2pp |
| Employer contribution / active EE | $698 | $2,159-67.7% | $3,420-79.6% | $2,551-72.6% |
| Participant deferral / active EE | $831 | $3,162-73.7% | $4,690-82.3% | $4,139-79.9% |
| Admin fee / account holder | $245 | $6,336-96.1% | $12,016-98.0% | $7,234-96.6% |