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 10-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 | $18,786 | $48,335-61.1% | $121,098-84.5% | $71,457-73.7% |
| Participation rate | 13.1% | 54.3%-41.2pp | 69.5%-56.4pp | 67.9%-54.8pp |
| Annual return | 27.81% | 23.32%+4.5pp | 985.75%-957.9pp | 28.85%-1.0pp |
| Employer contribution / active EE | $361 | $1,489-75.8% | $4,164-91.3% | $2,588-86.1% |
| Participant deferral / active EE | $700 | $2,754-74.6% | $4,080-82.8% | $4,289-83.7% |
| Admin fee / account holder | $77 | $1,841-95.8% | $5,644-98.6% | $1,587-95.1% |