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 | $208,868 | $228,332-8.5% | $185,823+12.4% | $158,922+31.4% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 23.46% | 40.80%-17.3pp | 35.95%-12.5pp | 302.83%-279.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,515 | $6,415-14.0% | $5,632-2.1% | $5,982-7.8% |
| Admin fee / account holder | $30 | $11,864-99.7% | $9,500-99.7% | $11,246-99.7% |