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 | $150,080 | $76,367+96.5% | $93,606+60.3% | $72,985+105.6% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.5%-19.5pp |
| Annual return | 19.15% | 25.82%-6.7pp | 32.76%-13.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $106 | $2,275-95.4% | $2,718-96.1% | $2,440-95.7% |
| Participant deferral / active EE | $2,263 | $3,538-36.0% | $4,069-44.4% | $3,607-37.3% |
| Admin fee / account holder | $11 | $6,838-99.8% | $7,888-99.9% | $5,124-99.8% |