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 | $66,999 | $88,370-24.2% | $112,977-40.7% | $79,858-16.1% |
| Participation rate | 39.4% | 76.8%-37.4pp | 82.6%-43.2pp | 69.6%-30.2pp |
| Annual return | 12.12% | 23.16%-11.0pp | 24.24%-12.1pp | 31.71%-19.6pp |
| Employer contribution / active EE | $643 | $3,398-81.1% | $4,255-84.9% | $2,471-74.0% |
| Participant deferral / active EE | $1,754 | $4,536-61.3% | $5,836-69.9% | $3,740-53.1% |
| Admin fee / account holder | $207 | $5,750-96.4% | $6,294-96.7% | $5,306-96.1% |