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 | $37,057 | $45,073-17.8% | $69,455-46.6% | $72,985-49.2% |
| Participation rate | 34.5% | 68.5%-34.0pp | 74.6%-40.1pp | 69.5%-35.0pp |
| Annual return | 20.88% | 22.65%-1.8pp | 28.97%-8.1pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,105 | $2,602-57.5% | $3,535-68.7% | $3,607-69.4% |
| Admin fee / account holder | $15 | $3,056-99.5% | $3,839-99.6% | $5,124-99.7% |