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 3-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 | $1,899 | $30,400-93.8% | $53,898-96.5% | $84,808-97.8% |
| Participation rate | 22.8% | 46.4%-23.7pp | 55.0%-32.2pp | 68.3%-45.5pp |
| Annual return | 464.23% | 500.19%-36.0pp | 528.60%-64.4pp | 40.90%+423.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $135 | $1,199-88.8% | $1,826-92.6% | $4,212-96.8% |
| Admin fee / account holder | $43 | $1,993-97.9% | $2,491-98.3% | $7,344-99.4% |