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 | $234,286 | $106,515+120.0% | $96,683+142.3% | $139,434+68.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 17.08% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $286 | $4,103-93.0% | $3,737-92.4% | $4,751-94.0% |
| Participant deferral / active EE | $2,346 | $5,454-57.0% | $4,878-51.9% | $6,710-65.0% |
| Admin fee / account holder | $6 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |