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 | $54,730 | $86,286-36.6% | $111,297-50.8% | $85,850-36.2% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 16.19% | 19.99%-3.8pp | 54.65%-38.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,953 | $3,641+36.0% | $4,487+10.4% | $3,952+25.3% |
| Admin fee / account holder | $233 | $8,188-97.2% | $7,964-97.1% | $6,260-96.3% |