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 | $85,163 | $84,696+0.6% | $75,696+12.5% | $167,490-49.2% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.8%-58.2pp | 82.1%-65.4pp |
| Annual return | 18.43% | 199.36%-180.9pp | 104.53%-86.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $340 | $3,230-89.5% | $2,743-87.6% | $4,837-93.0% |
| Participant deferral / active EE | $3,230 | $4,580-29.5% | $3,821-15.5% | $6,341-49.1% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |