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 | $73,919 | $48,046+53.8% | $84,611-12.6% | $72,985+1.3% |
| Participation rate | 63.6% | 57.6%+6.1pp | 68.2%-4.6pp | 69.5%-5.8pp |
| Annual return | 29.87% | 37.38%-7.5pp | 258.74%-228.9pp | 81.00%-51.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,980 | $2,680+123.1% | $3,899+53.4% | $3,607+65.8% |
| Admin fee / account holder | $32 | $3,395-99.1% | $4,912-99.4% | $5,124-99.4% |