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 | $173,859 | $117,841+47.5% | $102,423+69.7% | $145,922+19.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 22.20% | 31.65%-9.4pp | 29.32%-7.1pp | 561.29%-539.1pp |
| Employer contribution / active EE | $800 | $3,615-77.9% | $3,023-73.5% | $4,660-82.8% |
| Participant deferral / active EE | $10,167 | $5,731+77.4% | $5,053+101.2% | $6,688+52.0% |
| Admin fee / account holder | $24 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |