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 6-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 | $40,591 | $108,825-62.7% | $156,181-74.0% | $82,448-50.8% |
| Participation rate | 44.4% | 72.4%-27.9pp | 78.8%-34.4pp | 68.1%-23.6pp |
| Annual return | 16.63% | 20.59%-4.0pp | 64.87%-48.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $765 | $2,870-73.4% | $4,294-82.2% | $2,551-70.0% |
| Participant deferral / active EE | $2,925 | $4,577-36.1% | $6,132-52.3% | $4,139-29.3% |
| Admin fee / account holder | $1 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |