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 7-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 | $78,612 | $102,616-23.4% | $81,983-4.1% | $158,922-50.5% |
| Participation rate | 16.7% | 75.5%-58.9pp | 69.2%-52.6pp | 82.0%-65.3pp |
| Annual return | 18.28% | 61.04%-42.8pp | 41.31%-23.0pp | 302.83%-284.6pp |
| Employer contribution / active EE | $303 | $3,240-90.6% | $2,498-87.9% | $4,761-93.6% |
| Participant deferral / active EE | $1,894 | $4,648-59.3% | $3,722-49.1% | $5,982-68.3% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |