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 | $31,018 | $77,634-60.0% | $156,549-80.2% | $62,891-50.7% |
| Participation rate | 26.5% | 71.2%-44.7pp | 84.0%-57.5pp | 69.3%-42.8pp |
| Annual return | 624.04% | 50.32%+573.7pp | 32.23%+591.8pp | 20.14%+603.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,692 | $3,045-44.5% | $4,871-65.3% | $3,203-47.2% |
| Admin fee / account holder | $228 | $5,561-95.9% | $13,027-98.2% | $4,296-94.7% |