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 3-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 | $21,811 | $154,117-85.8% | $129,995-83.2% | $139,434-84.4% |
| Participation rate | 29.4% | 82.0%-52.5pp | 78.5%-49.1pp | 80.3%-50.9pp |
| Annual return | 25.63% | 32.48%-6.8pp | -137.18%+162.8pp | 372.94%-347.3pp |
| Employer contribution / active EE | $404 | $5,289-92.4% | $4,320-90.7% | $4,751-91.5% |
| Participant deferral / active EE | $2,277 | $6,710-66.1% | $5,820-60.9% | $6,710-66.1% |
| Admin fee / account holder | $69 | $14,007-99.5% | $10,614-99.3% | $11,403-99.4% |