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.
Employer 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 | $28,757 | $69,518-58.6% | $59,878-52.0% | $135,375-78.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -6.25% | 7.94%-14.2pp | 3.46%-9.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $333 | $3,235-89.7% | $2,722-87.8% | $4,779-93.0% |
| Participant deferral / active EE | $913 | $4,206-78.3% | $3,402-73.2% | $5,609-83.7% |
| Admin fee / account holder | $259 | $5,734-95.5% | $3,590-92.8% | $10,827-97.6% |