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 4-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 | $23,320 | $117,983-80.2% | $101,794-77.1% | $142,382-83.6% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.2%-30.7pp | 80.1%-41.7pp |
| Annual return | 18.07% | 36.92%-18.8pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $289 | $2,773-89.6% | $2,289-87.4% | $4,299-93.3% |
| Participant deferral / active EE | $2,598 | $4,714-44.9% | $4,084-36.4% | $6,507-60.1% |
| Admin fee / account holder | $78 | $10,433-99.3% | $8,777-99.1% | $12,624-99.4% |