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 | $89,373 | $112,881-20.8% | $90,951-1.7% | $158,922-43.8% |
| Participation rate | 35.3% | 74.7%-39.4pp | 69.0%-33.7pp | 82.0%-46.7pp |
| Annual return | 13.36% | 215.79%-202.4pp | 134.60%-121.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $209 | $2,893-92.8% | $2,122-90.1% | $4,761-95.6% |
| Participant deferral / active EE | $1,380 | $4,128-66.6% | $3,373-59.1% | $5,982-76.9% |
| Admin fee / account holder | $244 | $8,041-97.0% | $5,959-95.9% | $11,246-97.8% |