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 8-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 | $32,938 | $159,901-79.4% | $146,958-77.6% | $145,922-77.4% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 14.73% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $849 | $5,286-83.9% | $4,933-82.8% | $4,660-81.8% |
| Participant deferral / active EE | $3,363 | $8,428-60.1% | $8,070-58.3% | $6,688-49.7% |
| Admin fee / account holder | $118 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |