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 | $34,570 | $55,453-37.7% | $170,442-79.7% | $62,292-44.5% |
| Participation rate | 42.2% | 66.4%-24.2pp | 83.6%-41.4pp | 69.5%-27.4pp |
| Annual return | 13.97% | 21.38%-7.4pp | 205.93%-192.0pp | 28.90%-14.9pp |
| Employer contribution / active EE | $229 | $2,164-89.4% | $5,433-95.8% | $2,042-88.8% |
| Participant deferral / active EE | $1,289 | $2,303-44.0% | $4,939-73.9% | $3,169-59.3% |
| Admin fee / account holder | $214 | $455-52.9% | $13,880-98.5% | $479-55.3% |