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 | $33,995 | $167,307-79.7% | $143,757-76.4% | $134,475-74.7% |
| Participation rate | 47.8% | 84.8%-37.0pp | 80.3%-32.5pp | 81.2%-33.4pp |
| Annual return | -9.10% | 0.46%-9.6pp | -0.04%-9.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $5,447 | $5,619-3.1% | $4,951+10.0% | $4,740+14.9% |
| Participant deferral / active EE | $1,135 | $6,446-82.4% | $5,637-79.9% | $6,400-82.3% |
| Admin fee / account holder | $289 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |