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 | $28,873 | $99,652-71.0% | $78,778-63.3% | $147,584-80.4% |
| Participation rate | 46.7% | 76.2%-29.6pp | 69.2%-22.5pp | 82.8%-36.2pp |
| Annual return | 16.44% | 47.28%-30.8pp | 35.62%-19.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $605 | $3,664-83.5% | $2,958-79.6% | $5,439-88.9% |
| Admin fee / account holder | $5 | $7,155-99.9% | $5,134-99.9% | $10,885-100.0% |