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 | $82,134 | $89,355-8.1% | $141,162-41.8% | $72,985+12.5% |
| Participation rate | 69.4% | 75.1%-5.7pp | 82.5%-13.0pp | 69.5%0pp |
| Annual return | 32.15% | 111.85%-79.7pp | 71.39%-39.2pp | 81.00%-48.8pp |
| Employer contribution / active EE | $403 | $3,114-87.0% | $4,735-91.5% | $2,440-83.5% |
| Participant deferral / active EE | $5,605 | $5,418+3.5% | $6,709-16.5% | $3,607+55.4% |
| Admin fee / account holder | $16 | $5,958-99.7% | $10,261-99.8% | $5,124-99.7% |