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 | $47,126 | $77,899-39.5% | $149,673-68.5% | $75,163-37.3% |
| Participation rate | 18.4% | 65.6%-47.2pp | 78.8%-60.3pp | 67.2%-48.8pp |
| Annual return | 13.57% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $381 | $3,137-87.8% | $4,818-92.1% | $2,670-85.7% |
| Participant deferral / active EE | $572 | $3,411-83.2% | $5,680-89.9% | $4,125-86.1% |
| Admin fee / account holder | $50 | $5,956-99.2% | $13,210-99.6% | $5,651-99.1% |