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 | $167,567 | $165,335+1.3% | $149,696+11.9% | $158,922+5.4% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 10.80% | 348.15%-337.3pp | 276.60%-265.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $657 | $5,103-87.1% | $4,644-85.9% | $4,761-86.2% |
| Participant deferral / active EE | $3,944 | $7,181-45.1% | $6,842-42.4% | $5,982-34.1% |
| Admin fee / account holder | $9 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |