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 | $74,263 | $150,440-50.6% | $136,294-45.5% | $147,584-49.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 13.90% | 1049.08%-1035.2pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $372 | $5,256-92.9% | $4,695-92.1% | $4,876-92.4% |
| Participant deferral / active EE | $3,281 | $6,630-50.5% | $6,247-47.5% | $5,439-39.7% |
| Admin fee / account holder | $21 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |