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 | $93,099 | $159,934-41.8% | $147,005-36.7% | $145,959-36.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.04% | 98.24%-88.2pp | 418.76%-408.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $929 | $5,287-82.4% | $4,934-81.2% | $4,661-80.1% |
| Participant deferral / active EE | $4,105 | $8,427-51.3% | $8,070-49.1% | $6,689-38.6% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |