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 | $55,598 | $99,341-44.0% | $84,750-34.4% | $273,961-79.7% |
| Participation rate | 42.1% | 80.7%-38.6pp | 76.6%-34.5pp | 83.0%-40.9pp |
| Annual return | 6.52% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $307 | $4,214-92.7% | $3,574-91.4% | $4,869-93.7% |
| Participant deferral / active EE | $4,410 | $4,269+3.3% | $3,712+18.8% | $5,287-16.6% |
| Admin fee / account holder | $219 | $6,644-96.7% | $5,332-95.9% | $10,132-97.8% |