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 | $84,062 | $78,422+7.2% | $95,952-12.4% | $79,858+5.3% |
| Participation rate | 11.4% | 73.5%-62.1pp | 77.1%-65.6pp | 69.6%-58.2pp |
| Annual return | 121.84% | 19.37%+102.5pp | 91.61%+30.2pp | 31.71%+90.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $163 | $3,440-95.3% | $4,167-96.1% | $3,740-95.7% |
| Admin fee / account holder | $33 | $5,622-99.4% | $6,795-99.5% | $5,306-99.4% |