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 | $153,526 | $112,096+37.0% | $95,952+60.0% | $158,922-3.4% |
| Participation rate | 47.6% | 79.0%-31.4pp | 77.1%-29.5pp | 82.0%-34.3pp |
| Annual return | 24.27% | 171.09%-146.8pp | 91.61%-67.3pp | 302.83%-278.6pp |
| Employer contribution / active EE | $453 | $3,198-85.8% | $2,541-82.2% | $4,761-90.5% |
| Participant deferral / active EE | $2,306 | $4,784-51.8% | $4,167-44.7% | $5,982-61.4% |
| Admin fee / account holder | $7 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |