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 | $37,118 | $171,865-78.4% | $149,718-75.2% | $147,584-74.8% |
| Participation rate | 47.1% | 88.2%-41.1pp | 87.1%-40.0pp | 82.8%-35.8pp |
| Annual return | 18.94% | 2113.22%-2094.3pp | 1501.63%-1482.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $83 | $6,275-98.7% | $5,445-98.5% | $4,876-98.3% |
| Participant deferral / active EE | $3,718 | $7,271-48.9% | $6,569-43.4% | $5,439-31.6% |
| Admin fee / account holder | $1 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |