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 | $47,169 | $70,428-33.0% | $96,562-51.2% | $85,850-45.1% |
| Participation rate | 18.6% | 61.8%-43.2pp | 69.8%-51.2pp | 69.3%-50.7pp |
| Annual return | 12.65% | 18.59%-5.9pp | 37.78%-25.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,506 | $2,894-48.0% | $3,849-60.9% | $3,952-61.9% |
| Admin fee / account holder | $5 | $4,997-99.9% | $6,181-99.9% | $6,260-99.9% |