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 | $41,814 | $148,534-71.8% | $135,903-69.2% | $139,434-70.0% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.2pp | 80.3%-38.7pp |
| Annual return | 21.50% | 79.19%-57.7pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $957 | $5,243-81.7% | $4,856-80.3% | $4,751-79.9% |
| Participant deferral / active EE | $4,085 | $8,100-49.6% | $7,758-47.3% | $6,710-39.1% |
| Admin fee / account holder | $21 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |