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 | $97,252 | $159,602-39.1% | $150,045-35.2% | $142,382-31.7% |
| Participation rate | 15.4% | 84.0%-68.6pp | 82.3%-66.9pp | 80.1%-64.7pp |
| Annual return | 19.62% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $689 | $4,961-86.1% | $4,693-85.3% | $4,299-84.0% |
| Participant deferral / active EE | $2,514 | $8,310-69.8% | $7,997-68.6% | $6,507-61.4% |
| Admin fee / account holder | $40 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |