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 | $240,635 | $172,111+39.8% | $150,298+60.1% | $137,256+75.3% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 23.21% | 69.37%-46.2pp | 62.79%-39.6pp | 220.34%-197.1pp |
| Employer contribution / active EE | $601 | $4,636-87.0% | $4,154-85.5% | $4,156-85.5% |
| Participant deferral / active EE | $6,966 | $6,166+13.0% | $5,453+27.7% | $6,407+8.7% |
| Admin fee / account holder | $292 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |