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 | $38,769 | $54,762-29.2% | $90,281-57.1% | $72,985-46.9% |
| Participation rate | 46.4% | 65.1%-18.7pp | 73.3%-26.8pp | 69.5%-23.1pp |
| Annual return | 28.73% | 30.63%-1.9pp | 78.10%-49.4pp | 81.00%-52.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,230 | $2,887+46.5% | $3,885+8.9% | $3,607+17.3% |
| Admin fee / account holder | $119 | $3,972-97.0% | $5,351-97.8% | $5,124-97.7% |