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 9-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 | $24,989 | $102,604-75.6% | $86,188-71.0% | $139,434-82.1% |
| Participation rate | 27.8% | 74.5%-46.7pp | 69.0%-41.2pp | 80.3%-52.5pp |
| Annual return | 30.09% | 1922.51%-1892.4pp | 1168.45%-1138.4pp | 372.94%-342.9pp |
| Employer contribution / active EE | $494 | $3,032-83.7% | $2,380-79.3% | $4,751-89.6% |
| Participant deferral / active EE | $1,774 | $4,676-62.1% | $3,985-55.5% | $6,710-73.6% |
| Admin fee / account holder | $251 | $8,657-97.1% | $6,852-96.3% | $11,403-97.8% |