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 | $61,679 | $44,103+39.9% | $75,826-18.7% | $64,186-3.9% |
| Participation rate | 40.8% | 62.7%-21.9pp | 68.2%-27.4pp | 69.6%-28.8pp |
| Annual return | -6.22% | -4.72%-1.5pp | 1914.15%-1920.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $143 | $1,446-90.1% | $1,913-92.5% | $2,381-94.0% |
| Participant deferral / active EE | $1,647 | $2,204-25.3% | $2,862-42.5% | $3,470-52.5% |
| Admin fee / account holder | $0 | $3,506-100.0% | $4,726-100.0% | $4,888-100.0% |