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 | $138,278 | $81,248+70.2% | $155,509-11.1% | $80,856+71.0% |
| Participation rate | 26.7% | 66.2%-39.6pp | 78.2%-51.5pp | 67.6%-41.0pp |
| Annual return | 18.74% | 33.31%-14.6pp | 64.67%-45.9pp | 35.59%-16.9pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,346 | $3,452-32.0% | $5,626-58.3% | $4,296-45.4% |
| Admin fee / account holder | $262 | $7,997-96.7% | $15,912-98.4% | $6,918-96.2% |