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 | $31,098 | $78,705-60.5% | $117,854-73.6% | $70,131-55.7% |
| Participation rate | 20.0% | 73.2%-53.2pp | 79.7%-59.7pp | 69.5%-49.5pp |
| Annual return | 13.97% | 23.30%-9.3pp | 335.08%-321.1pp | 73.14%-59.2pp |
| Employer contribution / active EE | $426 | $2,223-80.8% | $3,786-88.7% | $2,342-81.8% |
| Participant deferral / active EE | $2,006 | $3,297-39.2% | $4,482-55.2% | $3,332-39.8% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |